Unclaimed Profile

Gregg S. Coury

COURY FIRM ASSET MANAGEMENT LLC·PITTSBURGH, Pennsylvania

SIE, Series 7, Series 24, Series 53, Series 63, Series 65Clean record24 years registeredCOURY FIRM ASSET MANAGEMENT LLC

260 FORBES AVENUE, PITTSBURGH, PA 15222CRD# 2792073Firm CRD# 289145

Profile Verification

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

Identity

Gregg S. Coury · PITTSBURGH, PA

Registration

CRD #2792073 · COURY FIRM ASSET MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

THE COURY FIRM

Jun 2018 – present

COURY INVESTMENT ADVISORS, INC.

Feb 2002 – Jun 2018

PITTSBURGH, PA

COURY INVESTMENT ADVISORS, INC.

Nov 2001 – Dec 2017

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · November 13, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COURY FIRM ASSET MANAGEMENT LLC

CRD 289145 · SEC 801-112543

AUM

$1.1B

Regulatory assets under management

Employees

866 client accounts

Services offered by COURY FIRM ASSET MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at COURY FIRM ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Gregg S. Coury offer?

Gregg S. Coury specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Gregg S. Coury's credentials?

Gregg S. Coury is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregg S. Coury located?

Gregg S. Coury is based in PITTSBURGH, Pennsylvania, working with COURY FIRM ASSET MANAGEMENT LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does Gregg S. Coury charge for services?

Gregg S. Coury's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COURY FIRM ASSET MANAGEMENT LLC?

COURY FIRM ASSET MANAGEMENT LLC has approximately 24 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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