Greggory BrantCRD Number: 6255725
Current Firm: Ameriprise Financial Services, Inc.
Greggory Brant (CRD# 6255725) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Palm Beach Gardens, FL and has over 4 years of experience in the finance industry.
Davis Private Wealth, LLC
Castle Wealth Management
Financial Security Services, LLC
|Ameriprise Financial Services, Inc.||Palm Beach Gardens, FL||Jan 2017 - Current||1|
|Sanford C. Bernstein & Company, LLC||West Palm Beach, FL||Aug 2014 - Jan 2017||2|
|Jp Morgan Securities LLC||Palm Beach, FL||Feb 2014 - Aug 2014||< 1|
|Jpmorgan Chase Bank||Palm Beach, FL||Feb 2014 - Aug 2014||< 1|
|Securian Financial Services Inc.||Palm Beach Gardens, FL||Sep 2013 - Feb 2014||< 1|
|Minnesota Life||Palm Beach Gardens, FL||Aug 2013 - Feb 2014||< 1|
|Evershore Financial Group||Palm Beach Gardens, FL||Aug 2013 - Feb 2014||< 1|
|Pnc Bank||Pittsburgh, PA||Aug 2011 - Aug 2013||2|
|Robert Morris University||Moon Township, PA||Aug 2007 - May 2012||4|
|General Nutrition Center||Pittsburgh, PA||Aug 2010 - Jul 2011||< 1|
|Pnc Bank||Pittsburgh, PA||May 2010 - Aug 2010||< 1|
|Treesdale Country Club||Mars, PA||May 2009 - Aug 2009||< 1|
|Firedex Restoration||Gibsonia, PA||May 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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