Unclaimed Profile

Jerrold Allen Grecu

GRECU CAPITAL MANAGEMENT, INC.·ROSEVILLE, California

Series 7, Series 63Clean record24 years registeredGRECU CAPITAL MANAGEMENT, INC.

970 RESERVE DRIVE, ROSEVILLE, CA 95678CRD# 2182066Firm CRD# 134841

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jerrold Allen Grecu · ROSEVILLE, CA

Registration

CRD #2182066 · GRECU CAPITAL MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Aug 2024 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

Jul 2022 – Aug 2024

BEND, OR

GRECU CAPITAL MANAGEMENT, INC.

May 2011 – Jul 2022

ROSEVILLE, CA

GASBER & GRECU FINANCIAL ADVISORS, LLC

Jul 2009 – Dec 2011

GOLD RIVER, CA

GRECU CAPITAL MANAGEMENT, INC.

Feb 2002 – Aug 2009

ROSEVILLE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · February 7, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRECU CAPITAL MANAGEMENT, INC.

CRD 134841 · SEC 801-112717

AUM

$192M

Regulatory assets under management

Employees

343 client accounts

Services offered by GRECU CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GRECU CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jerrold Allen Grecu offer?

Jerrold Allen Grecu specializes in Financial Planning, Investment Management. Contact their office in ROSEVILLE, California for a consultation.

What are Jerrold Allen Grecu's credentials?

Jerrold Allen Grecu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jerrold Allen Grecu located?

Jerrold Allen Grecu is based in ROSEVILLE, California, working with GRECU CAPITAL MANAGEMENT, INC.. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.

How does Jerrold Allen Grecu charge for services?

Jerrold Allen Grecu's firm is compensated through percentage of aum, other: financial planning retainer fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRECU CAPITAL MANAGEMENT, INC.?

GRECU CAPITAL MANAGEMENT, INC. has approximately 1 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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