Gregory Ebeyer, financial advisor New York NY

Gregory Ebeyer

CRD Number: 4273814
Current Firm: Advice And Planning Services

Gregory Ebeyer (CRD# 4273814) is an Investment Advisor Representative working at Advice And Planning Services in New York, NY and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa New York, NY Oct 2013 - Current 7
Tiaa-cref Individual & Institutional Services, LLC New York, NY Oct 2013 - Current 7
Northwestern Mutual Investment Services, LLC Great Neck, NY Aug 2012 - Oct 2013 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Aug 2012 - Oct 2013 1
Unemployed Brooklyn, NY Oct 2011 - Jul 2012 < 1
Hmc Investments, Inc. New York, NY Jan 2008 - Sep 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Gregory P. Ebeyer
Phone Number: 212-490-9000
Firm Website: https://www.tiaa.org
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    30,493
    MILLIONS
  • Total Number of Accounts
    76,553
    ACCOUNTS
  • Average Account Value
    $398,320
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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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