Ann Greiner, financial advisor Canonsburg PA
88 score

Ann Greiner

CRD Number: 6314668
Current Firm: The Ayco Company,l.p.

Ann Greiner (CRD# 6314668) is an Investment Advisor Representative working at The Ayco Company,l.p. in Canonsburg, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
The Ayco Company, L.p./mercer Allied Canonsburg, PA Sep 2013 - Current 4
Ernst & Young, LLP Pittsburgh, PA May 2011 - Sep 2013 2
Miami University Oxford, OH Aug 2007 - May 2011 3
Miami University Department Of Accountancy Oxford, OH Jan 2009 - Apr 2011 2
Ernst & Young LLP Pittsburgh, PA Jun 2010 - Aug 2010 < 1
Miami University Honors Department Oxford, OH Aug 2008 - Dec 2008 < 1
Gap Kids Pittsburgh, PA May 2008 - Aug 2008 < 1
The Practice Tee Golf Center Jefferson Hills, PA May 2003 - Sep 2007 4
Thomas Jefferson High School Jefferson Hills, PA Aug 2003 - Jun 2007 3
Chick-fil-a Pleasant Hills, PA Feb 2007 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Ann E. Greiner
Phone Number: 518-886-4000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    27,267
    MILLIONS
  • Total Number of Accounts
    46,300
    ACCOUNTS
  • Average Account Value
    $588,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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