Pascal Greilsamer, financial advisor Columbus OH
89 score

Pascal Greilsamer

CRD Number: 6180200
Current Firm: Morgan Stanley

Pascal Greilsamer (CRD# 6180200) is an Investment Advisor Representative working at Morgan Stanley in Columbus, OH and has over 3 years of experience in the finance industry.

Similar Advisors
W. Phil Ratcliff, financial advisor Columbus OH
W. Phil Ratcliff
CRD# 4716667
Rebel Financial, LLC
Score
107
Similar Advisors
Robert Cochran, financial advisor Columbus OH
Robert A. Cochran
CRD# 1317149
Pds Planning Inc.
Score
103
Similar Advisors
Matthew Freiburger, CFA, CPA, financial advisor Columbus OH
Matthew R. Freiburger, CFA, CPA
CRD# 5207204
Steele Investment Counsel, Ltd.
Score
103
Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Sep 2015 - Current 1
Morgan Stanley Columbus, OH Aug 2015 - Current 1
Unemployed Upper Arlington, OH Mar 2015 - Aug 2015 < 1
Independent Financial Group Encino, CA Nov 2014 - Mar 2015 < 1
J.p. Morgan Securities LLC Los Angeles, CA Apr 2013 - Nov 2014 1
Jpmorgan Chase Bank Na Los Angeles, CA Apr 2013 - Nov 2014 1
Unemployed Los Angeles, CA Mar 2013 - Mar 2013 < 1
The Private Client Reserve Of Us Bank Los Angeles, CA Apr 2011 - Feb 2013 1
Unemployed Los Angeles, CA Jun 2010 - Apr 2011 < 1
Wealth & Solutions Consultant Panama &amp; Dubai, Jun 2008 - May 2010 1
Wealth And Solutions Cham (zg), Jul 2006 - May 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Pascal Greilsamer
Phone Number: 914-225-5510
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.