Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Grasso is an Investment Advisor Representative with over 30 years of experience in the financial services industry. Gregory currently works for TIAA-CREF Individual & Institutional Services, LLC. His primary areas of focus are financial planning and portfolio management for individuals and businesses. He also offers advisory services in the selection of other advisers. Gregory is registered in New Jersey and New York.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
08/31/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)
NJ
05/12/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (PARAMUS NJ)
NY
02/25/1992 - 04/13/2016
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
MN
10/12/1990 - 03/03/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/12/1990 - 03/03/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CT
08/02/1989 - 11/19/1990
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NY
08/02/1985 - 03/01/1989
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/02/1985 - 03/01/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
06/14/1984 - 05/02/1985
FIRST INVESTORS CORPORATION
BOTH
Issued 12/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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