Marios Gregoriou, financial advisor Folsom CA

Marios Gregoriou

CRD Number: 1513260
Current Firm: Elite Capital Services, LLC

Marios Gregoriou (CRD# 1513260) is an Investment Advisor Representative working at Elite Capital Services, LLC in Folsom, CA and has over 28 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Feb 2008 - Current 16
Elite Capital Services Folsom, CA Feb 2008 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S65 NASAA Investment Advisors Law Examination Nov 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Marios P. Gregoriou
Phone Number: 916-932-2189
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    54
    MILLIONS
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $771,429
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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