Gregory Hock, financial advisor Palo Alto CA
93 score

Gregory Hock

CRD Number: 4629004
Current Firm: Cssc Investment Advisory Services, Inc.

Gregory Hock (CRD# 4629004) is an Investment Advisor Representative working at Cssc Investment Advisory Services, Inc. in Palo Alto, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Cssc Brokerage Services, Inc. Morgan Hill, CA Mar 2007 - Current 9
Cssc Investment Advisory Services, Inc. Morgan Hill, CA Apr 2006 - Current 10
Self Employed Accountant Morgan Hill, CA Jul 1987 - Current 29
Mutual Service Corporation Morgan Hill, CA Apr 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2006
Contact Info for Gregory O. Hock
Phone Number: 248-244-7980
Firm Website: https://csscias.com
Registered State(s):
  • CA
  • WA
  • FL
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    820
    ACCOUNTS
  • Average Account Value
    $373,171
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VI, WA, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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