Gregg Schriro, financial advisor Rockville Centre NY
93 score

Gregg Schriro

CRD Number: 3140626
Current Firm: The Pinnacle Financial Group

Gregg Schriro (CRD# 3140626) is an Investment Advisor Representative working at The Pinnacle Financial Group in Rockville Centre, NY and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
The Pinnacle Financial Group Rockville Centre, NY Oct 2013 - Current 4
Lpl Financial LLC Rockville Centre, NY May 2013 - Current 4
United Asset Strategies, Inc. Garden City, NY Nov 2003 - May 2013 9
United Financial Group, Ltd. Garden City, NY Nov 2003 - May 2013 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Jan 1999
Contact Info for Gregg S. Schriro
Phone Number: 516-763-9700
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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