Theodore GreggisCRD Number: 3021699
Current Firm: Blackridge Asset Management, LLC
Theodore Greggis (CRD# 3021699) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Palm Beach Gardens, FL and has over 21 years of experience in the finance industry.
Gwn Securities Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Prudential Financial Planning Services
|Peak Brokerage Services, LLC||Palm Beach Gardens, FL||Mar 2019 - Current||2|
|Blackridge Asset Management, LLC||Williamsville, NY||Mar 2019 - Current||2|
|Unemployed||West Palm Beach, FL||May 2018 - Mar 2019||< 1|
|Ss&c Technologies||Irving, TX||Jul 2010 - May 2018||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2000|
|S65||NASAA Investment Advisors Law Examination||Jul 2004|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management242MILLIONS
Total Number of Accounts4,100ACCOUNTS
Average Account Value$58,902
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CT, DE, FL, GA, IL, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.