Owner · Greycourt & Co., Inc.
Gregory D. Curtis
CRD 2443626 · Named on Form ADV at one SEC-registered adviser
At a glance
Greycourt & Co., Inc., an SEC-registered wealth manager based in Pittsburgh, PA with $6.6 billion in regulatory assets, lists Gregory D. Curtis on its Form ADV as Owner, a control person.
Firms and roles
- Greycourt & Co., Inc.OwnerWealth manager · Pittsburgh, PA · $6.6B in regulatory assets
AtlasMembers
Gregory’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Gretchen M. ShoupChief Administrative Officer & Managing Director, Greycourt & Co., Inc.
- Matthew D. LitwinChief Executive Officer & Managing Director, Greycourt & Co., Inc.
- Jill M. GrendaChief Compliance Officer, Greycourt & Co., Inc.
- David C. WellsPresident and Managing Director, Greycourt & Co., Inc.
- Jeffrey E. MoyerManaging Director, Greycourt & Co., Inc.
1 more person named with Gregory on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.