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Gregg S. Coury

THE Coury Firm

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About Gregg S. Coury

Gregg S. Coury is a financial advisor with The Coury Firm, located in Pittsburgh, PA. Gregg has been in the financial services industry for over 20 years, and has a wide range of experience working with high-net-worth individuals, corporations, and charitable organizations. Gregg also provides financial advisory services to pooled investment vehicles and other investment advisors.

Firm Information

Gregg Coury is currently registered with THE Coury Firm. THE Coury Firm is an investment advisory firm headquartered in Pittsburgh, Pennsylvania. They have a team of 5 licensed agents and 7 investment adviser representatives, managing $1,141,821,346 in regulatory assets under management. They provide a range of advisory services, including financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Their client base includes individuals, corporations, charities, and pension plans. They also offer advice on matters not involving securities.
THE Coury Firm

260 FORBES AVENUE

PITTSBURGH, PA 15222

$1.14B

Assets Under Management

43

Total Clients

8

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice on matters not involving securities. see part 1 section 6.b.(3)

Advice on matters not involving securities. see part 1 section 6.b.(3)

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Gregg Coury’s Registration & Firm History

PA

07/03/2018 - Present

THE Coury Firm (PITTSBURGH PA)

PA

09/05/1997 - 12/31/2017

FSC SECURITIES CORPORATION (PITTSBURGH PA)

NY

08/25/1997 - 09/03/1997

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/29/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/12/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/11/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/08/1997

Series 24 - General Securities Principal Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregg S. Coury.
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