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BG

Bonnie Gurry

GREENPORTFOLIO
NEW YORK, NY
Some features on this profile are disabled
CRD#: 7887184
BG

Professional summary

Bonnie Gurry is a registered financial advisor currently at GREENPORTFOLIO INC. located in New York, New York.

Bonnie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Bonnie has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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 Bonnie Gurry'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

July 30, 2024 - Present

GREENPORTFOLIO INC.

RIA
CRD#: 330597
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".
GI
GREENPORTFOLIO INC.
GREENPORTFOLIO INC.

CRD#: 330597 / SEC#: 801-130317

RIA
Registered Investment Advisory firm - (6/4/2024 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
New York
(7/30/2024)
IAR
Texas
(8/28/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/18/2024
Uniform Investment Adviser Law Examination

Current Firm

GI
GREENPORTFOLIO INC.
GREENPORTFOLIO INC.

CRD#: 330597 / SEC#: 801-130317

RIA
Registered Investment Advisory firm - (6/4/2024 Approved)
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Contact information

Main Address
New York, NY
Mailing Address
4 E 27th Street Suite 20025, New York, NY 10001
Phone number
(917) 719-0206
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (21 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV FIRM BROCHURE (9/29/2025)

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.

Company Information

GREENPORTFOLIO INC.

CRD#: 330597New York, NY

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