Unclaimed Profile

Paul Scott Gregorchuk

FFT WEALTH MANAGEMENT LLC·PHILADELPHIA, Pennsylvania

SIE, Series 3, Series 7, Series 9, Series 10, Series 63, Series 65Clean record25 years registeredFFT WEALTH MANAGEMENT LLC

2 LIBERTY PLACE, PHILADELPHIA, PA 19102CRD# 2526437Firm CRD# 151225

Profile Verification

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

Identity

Paul Scott Gregorchuk · PHILADELPHIA, PA

Registration

CRD #2526437 · FFT WEALTH MANAGEMENT LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FFT WEALTH MANAGEMENT LLC

FORBES FAMILY TRUST, LGL PARTNERS, LLC (RELYING ADVISER)

Apr 2014 – Dec 2016

WEST CONSHOHOCKEN, PA

LGL PARTNERS, LLC

May 2013 – Sep 2014

WEST CONSHOHOCKEN, PA

MORGAN STANLEY & CO., INCORPORATED

Oct 2000 – Aug 2005

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · October 24, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FFT WEALTH MANAGEMENT LLC

CRD 151225 · SEC 801-70638

AUM

$3.1B

Regulatory assets under management

Employees

648 client accounts

Services offered by FFT WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FFT WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Paul Scott Gregorchuk offer?

Paul Scott Gregorchuk specializes in Financial Planning, Investment Management.

What are Paul Scott Gregorchuk's credentials?

Paul Scott Gregorchuk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Scott Gregorchuk located?

Paul Scott Gregorchuk is based in PHILADELPHIA, Pennsylvania, last registered with FFT WEALTH MANAGEMENT LLC.

How does Paul Scott Gregorchuk charge for services?

Paul Scott Gregorchuk's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FFT WEALTH MANAGEMENT LLC?

FFT WEALTH MANAGEMENT LLC has approximately 30 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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