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Eric James Gregg

FOUR TREE ISLAND ADVISORY LLC·PORTSMOUTH, New Hampshire
Series 7, Series 63, Series 65Clean record14 years registeredFOUR TREE ISLAND ADVISORY LLC
126 DANIEL STREET, PORTSMOUTH, NH 03801CRD# 2779133Firm CRD# 158851

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric James Gregg · PORTSMOUTH, NH
Registration
CRD #2779133 · FOUR TREE ISLAND ADVISORY LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

FOUR TREE ISLAND ADVISORY LLC
Oct 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · October 17, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FOUR TREE ISLAND ADVISORY LLC
CRD 158851 · SEC 801-129929
AUM
$123M
Regulatory assets under management
Employees
2
119 client accounts
Services offered by FOUR TREE ISLAND ADVISORY LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at FOUR TREE ISLAND ADVISORY LLC →
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Frequently Asked Questions

What services does Eric James Gregg offer?
Eric James Gregg specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PORTSMOUTH, New Hampshire for a consultation.
What are Eric James Gregg's credentials?
Eric James Gregg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric James Gregg located?
Eric James Gregg is based in PORTSMOUTH, New Hampshire, working with FOUR TREE ISLAND ADVISORY LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.
How does Eric James Gregg charge for services?
Eric James Gregg's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOUR TREE ISLAND ADVISORY LLC?
FOUR TREE ISLAND ADVISORY LLC has approximately 2 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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