Gregory B. Pearce
Professional summary
Gregory Bonner Pearce is a registered financial advisor currently at HIRTLE, CALLAGHAN & CO., LLC located in West Palm Beach, Florida.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Gregory has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 30 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Bonner Pearce's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 11, 2018 - Present
HIRTLE, CALLAGHAN & CO., LLC
July 23, 2014 - July 26, 2017
COWEN EXECUTION SERVICES LLC
July 31, 2013 - September 2, 2014
CONVERGEX PRIME SERVICES LLC
October 29, 2010 - December 16, 2011
SUSQUEHANNA FINANCIAL GROUP, LLLP
November 7, 2001 - November 4, 2010
SANFORD C. BERNSTEIN & CO., LLC
Primary Firm SEC Registration
HIRTLE, CALLAGHAN & CO., LLC
CRD#: 105403 / SEC#: 801-32688
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/12/2018)
(1/11/2018)
Exams
Current Firm
HIRTLE, CALLAGHAN & CO., LLC
CRD#: 105403 / SEC#: 801-32688
Contact information
SEC notice filing (34 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,746 |
| AUM (Assets Under Management) | $ 20,992,384,760 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/17/2024 | ||
| 10/25/2023 | ||
| 02/27/2023 |
Red Flags
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