Chief Administrative Officer & Managing Director · Greycourt & Co., Inc.
Gretchen M. Shoup
CRD 5838914 · 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 Gretchen M. Shoup on its Form ADV as Chief Administrative Officer & Managing Director, a control person.
Firms and roles
- Greycourt & Co., Inc.Chief Administrative Officer & Managing DirectorWealth manager · Pittsburgh, PA · $6.6B in regulatory assets
AtlasMembers
Gretchen’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
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- 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.
- Jared J. ZeiglerManaging Director, Greycourt & Co., Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gretchen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.