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Gregory Dyer Curtis

GREYCOURT & CO., INC.·PITTSBURGH, Pennsylvania
Series 2, Series 65Clean record30 years registeredGREYCOURT & CO., INC.
2100 WHARTON STREET, PITTSBURGH, PA 15203CRD# 2443626Firm CRD# 111936

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Dyer Curtis · PITTSBURGH, PA
Registration
CRD #2443626 · GREYCOURT & CO., INC. · 30 years registered
Brand Profile
Not yet started
01

Career History

GREYCOURT & CO., INC.
May 1996 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · May 17, 1996
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREYCOURT & CO., INC.
CRD 111936 · SEC 801-60297
AUM
$5.1B
Regulatory assets under management
Employees
42
32 client accounts
Services offered by GREYCOURT & CO., INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GREYCOURT & CO., INC. →
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05

Frequently Asked Questions

What services does Gregory Dyer Curtis offer?
Gregory Dyer Curtis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Gregory Dyer Curtis's credentials?
Gregory Dyer Curtis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Dyer Curtis located?
Gregory Dyer Curtis is based in PITTSBURGH, Pennsylvania, working with GREYCOURT & CO., INC.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Gregory Dyer Curtis charge for services?
Gregory Dyer Curtis'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 GREYCOURT & CO., INC.?
GREYCOURT & CO., INC. has approximately 42 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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