Thomas L. Greb

OLIVAR & GREB CAPITAL MANAGEMENT

Framingham, MA

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CRD#: 6727749

Professional summary

Thomas Ludovicus Greb is a registered financial advisor currently at OLIVAR & GREB CAPITAL MANAGEMENT, LLC located in Framingham, Massachusetts.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Thomas has worked at 1 firm and has passed the Series 65 and Series 3 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.

I am a registered CTA and my license is hung at Northport in New York. I do not receive commissions from this business whatsoever. I am starting a small tombstone sourcing company that sources granite from Xiamen, China, and ships it to Everett, MA in the US at Slotnick Canter Schneider Memorial Group. (where I used to work).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Ludovicus Greb's 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

March 28, 2017 - Present

OLIVAR & GREB CAPITAL MANAGEMENT, LLC

RIA

CRD#: 285905

Framingham, MA

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

Massachusetts
(3/28/2017)

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: 6/1/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 12/23/2014

National Commodity Futures Examination

Current Firm

OLIVAR & GREB CAPITAL MANAGEMENT, LLC

OLIVAR & ASSOCIATES, LLC | OLIVAR & GREB CAPITAL MANAGEMENT, LLC

CRD#: 285905 / SEC#: 801-108688

RIA

Registered Investment Advisory firm - (12/10/2021 Terminated)

Massachusetts

Registered Investment Advisory firm - (11/16/2021 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Maitland, FL

Mailing Address

Phone number

(508) 598-7590

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	36
AUM (Assets Under Management)	$ 9,902,000

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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Thomas L. Greb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Ludovicus Greb's CRS (Customer Relationship Summary).

Certified licenses

Experience

OLIVAR & GREB CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2016

Series 3

Date: 12/23/2014

Current Firm

OLIVAR & GREB CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OLIVAR & GREB CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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