Thomas James Mcgreal
Professional Summary
Thomas James Mcgreal was a registered financial advisor. Thomas was a previously registered financial professional and started their career in finance 1970 - 2001. Thomas had worked at 13 firms and has passed the Series 63, Series 55, Series 1, Series 8, Series 27 and Series 40 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
57 years in the financial services industry
Current & Past Employments
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Current Firm
FULCRUM GLOBAL PARTNERS | M.C. PETRYCKI, LLC | FULCRUM GLOBAL PARTNERS LLC
Contact Information
Established
Delaware since 09/14/2000Firm Type
Limited Liability CompanyFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PETRYCKI, MICHAEL CARL | CEO/MANAGING MEMBER | 1022066 |
| CAROL A. FERENTZ AS TRUSTEE FOR MICHAEL M. PETRYCKI TRUST | SHAREHOLDER | — |
| NEEDLEMAN, HARRY | COO/CHIEF LEGAL OFFICER/ MANAGING MEMBER | 1661267 |
| ROSEMONT PARTNERS I, L.P. | MEMBER | — |
| CAROL A. FERENTZ AS TRUSTEE FOR TIMOTHY C. PETRYCKI TRUST | SHAREHOLDER | — |
| FERENTZ, CAROL A. | TRUSTEE FOR TIMOTHY C. PETRYCKI | — |
| FERENTZ, CAROL A. | TRUSTEE FOR MICHAEL M. PETRYCKI | — |
| GOLDMAN, ALAN FRANKLIN | CHIEF FINANCIAL OPERATIONS OFFICER | 1148720 |
Disclosures
Regulatory Event
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Feb 2000Series 1 — Registered Representative Examination
Passed Apr 1969Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed May 1999Series 40 — Registered Principal Examination
Passed Sep 1971Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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