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Gregg Nathaniel Bard

Susquehanna Financial Group, Lllp

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About Gregg Nathaniel Bard

Gregg Nathaniel Bard is a financial advisor with over 20 years of experience in the industry. Currently, Gregg is registered with Susquehanna Financial Group, Lllp. Gregg has been with Susquehanna Financial Group, Lllp since August 2003. Prior to joining Susquehanna Financial Group, Lllp, Gregg was employed by INTERNATIONAL STRATEGY & INVESTMENT GROUP INC., ROBERTSON STEPHENS, INC. and SALOMON SMITH BARNEY INC. Gregg is licensed to sell securities in California, Illinois and New York.

Firm Information

Gregg Bard is currently registered with Susquehanna Financial Group, Lllp. Susquehanna Financial Group, Lllp is a firm registered in all 50 states and the District of Columbia, as well as with the SEC. It was formed on July 25, 2002, and is classified as an "Other Types of Legal Formation".

Not reported

Assets Under Management

Not reported

Total Clients

128

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Gregg Bard’s Registration & Firm History

NY

08/26/2003 - Present

Susquehanna Financial Group, Lllp (NEW YORK NY)

NY

09/10/2002 - 08/18/2003

INTERNATIONAL STRATEGY & INVESTMENT GROUP INC. (NEW YORK NY)

CA

06/14/1999 - 07/19/2002

ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)

NY

11/18/1997 - 06/09/1999

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/17/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Gregg Nathaniel Bard.
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