Christy Gregory, financial advisor Zionsville IN

Christy Gregory

CRD Number: 5141582
Current Firm: Sycamore Asset Management, LLC

Christy Gregory (CRD# 5141582) is an Investment Advisor Representative working at Sycamore Asset Management, LLC in Zionsville, IN and has over 17 years of experience in the finance industry. Christy Gregory has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sycamore Asset Management, LLC Zionsville, IN Apr 2006 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2006
Contact Info for Christy S. Gregory
Phone Number: 317-373-5023
Registered State(s):
  • IN
Current Firm Details
Sycamore Asset Management, LLC
Firm's CRD Number: 140590
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

IN

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