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Gregory David Schorr

Piper Sandler & Co.

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About Gregory David Schorr

Gregory Schorr is a financial professional with over 10 years of experience in the industry. Gregory is currently registered with Piper Sandler & Co. and has previously worked at DBO PARTNERS LLC, J.P. MORGAN SECURITIES LLC and MORGAN STANLEY. Gregory has a strong background in investment banking and holds a variety of licenses and certifications including Series 7, 52, 79, SIE, and Series 63. Gregory specializes in providing analytical reports and public finance consulting services.

Firm Information

Gregory Schorr is currently registered with Piper Sandler & Co.. Piper Sandler & Co. is a corporation headquartered in Minneapolis, Minnesota, that was formed on July 28, 1969. The firm provides analytical reports and public finance consulting program services, and manages portfolios for businesses. The firm has a total of 1,359 registered representatives and 24 investment adviser representatives, and manages approximately $1 billion to $10 billion in assets.
Piper Sandler & Co.

800 NICOLLET MALL

MINNEAPOLIS, MN 55402-7020

$1.58B

Assets Under Management

21

Total Clients

809

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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portfolio management for businesses

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

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analytical reports/public finance consulting program

Analytical reports/public finance consulting program

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Gregory Schorr’s Registration & Firm History

CA

10/10/2022 - Present

Piper Sandler & Co. (Burlingame CA)

CA

08/29/2020 - 10/28/2022

DBO PARTNERS LLC (BURLINGAME CA)

NY

08/21/2013 - 08/24/2015

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

08/08/2012 - 09/04/2013

MORGAN STANLEY (PURCHASE NY)

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Licenses & Designations

BC

Issued 04/13/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/10/2020

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2013

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 09/06/2012

Series 52 - Municipal Securities Representative Examination

BC

Issued 08/07/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory David Schorr.
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