Unclaimed Profile

Jerome Rene Gratry

GRATRY & COMPANY, LLC·BEACHWOOD, Ohio

Series 2, Series 65Clean record31 years registeredGRATRY & COMPANY, LLC

3201 ENTERPRISE PARKWAY - STE 495, BEACHWOOD, OH 44122CRD# 2511329Firm CRD# 104541

Profile Verification

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

Identity

Jerome Rene Gratry · BEACHWOOD, OH

Registration

CRD #2511329 · GRATRY & COMPANY, LLC · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GRATRY & COMPANY, LLC

GRATRY & COMPANY, LLC

Jan 1995 – Aug 2017

BEACHWOOD, OH

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · January 30, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRATRY & COMPANY, LLC

CRD 104541 · SEC 801-27598

AUM

$109M

Regulatory assets under management

Employees

195 client accounts

Services offered by GRATRY & COMPANY, 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 GRATRY & COMPANY, LLC →

Introduction

Speak with Jerome

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jerome is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BEACHWOOD?

Browse all registered financial advisors in BEACHWOOD, Ohio or claim this profile if it's yours.

Browse BEACHWOOD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jerome Rene Gratry offer?

Jerome Rene Gratry specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Jerome Rene Gratry's credentials?

Jerome Rene Gratry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jerome Rene Gratry located?

Jerome Rene Gratry is based in BEACHWOOD, Ohio, last registered with GRATRY & COMPANY, LLC.

How does Jerome Rene Gratry charge for services?

Jerome Rene Gratry'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 GRATRY & COMPANY, LLC?

GRATRY & COMPANY, LLC has approximately 3 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →