Elizabeth Greak, financial advisor New Hartford CT

Elizabeth Greak

CRD Number: 2460664
Current Firm: Securities America Advisors, Inc.

Elizabeth Greak (CRD# 2460664) is an Investment Advisor Representative working at Securities America Advisors, Inc. in New Hartford, CT and has over 28 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Securities America, Inc. New Hartford, CT Jul 2020 - Current 3
Securities America Advisors, Inc. New Hartford, CT Jul 2020 - Current 3
Comer & Greak Financial Consultants New Haven, CT Jan 1993 - Current 31
Investacorp Advisory Services Miami Lakes, FL Jun 2007 - Jul 2020 13
Investacorp, Inc. Miami Lakes, FL Feb 1994 - Jul 2020 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
S66 NASAA Uniform Combined State Law Examination May 2006
Contact Info for Elizabeth L. Greak
Phone Number: 402-399-9111
Registered State(s):
  • CT
  • FL
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, WY

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