Brian J. Tirri

GREYCLIFF WEALTH MANAGEMENT

New York, NY 10036

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CRD#: 5593036

Professional summary

Brian J Tirri is a registered financial advisor currently at GREYCLIFF WEALTH MANAGEMENT, LLC located in New York, New York.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Brian has worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian J Tirri's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 7, 2022 - Present

GREYCLIFF WEALTH MANAGEMENT, LLC

Office #1: 1185 6th Ave, Floor 3, New York, NY 10036

RIA

CRD#: 307645

New York, NY

Past

June 22, 2016 - July 10, 2020

BCG SECURITIES, INC.

RIA

CRD#: 70

New York, NY

Past

June 21, 2016 - July 10, 2020

BCG SECURITIES, INC.

CRD#: 70

New York, NY

Past

September 28, 2012 - June 20, 2016

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

NEW YORK, NY

Past

January 8, 2009 - October 4, 2012

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

NEW YORK, NY

Past

September 29, 2008 - October 4, 2012

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GREYCLIFF WEALTH MANAGEMENT, LLC

GC WEALTH MANAGEMENT | GREYCLIFF WEALTH MANAGEMENT, LLC

CRD#: 307645 / SEC#: 801-118270

RIA

Registered Investment Advisory firm - (3/20/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/7/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/4/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/31/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/26/2008

General Securities Representative Examination

Current Firm

GREYCLIFF WEALTH MANAGEMENT, LLC

GC WEALTH MANAGEMENT | GREYCLIFF WEALTH MANAGEMENT, LLC

CRD#: 307645 / SEC#: 801-118270

RIA

Registered Investment Advisory firm - (3/20/2020 Approved)

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Contact information

Main Address

1185 6th Ave, Floor 3, New York, NY 10036

Mailing Address

Phone number

(201) 738-2818

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 GREYCLIFF FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	207
AUM (Assets Under Management)	$ 96,760,924

Red Flags

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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Firm Stability Insights

Brian J. Tirri

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian J Tirri's CRS (Customer Relationship Summary).

Certified licenses

Experience

BCG SECURITIES, INC.

BCG SECURITIES, INC.

MSI FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

GREYCLIFF WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/4/2022

Series 66

Date: 10/31/2008

SIE

Date: 10/1/2018

Series 7

Date: 9/26/2008

Current Firm

GREYCLIFF WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREYCLIFF WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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