Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Michael Erwinski is an investment advisor representative at Alliancebernstein LP, a firm with more than $50 billion in assets under management. Gregory has been in the industry since 1997 and has been registered with the Securities and Exchange Commission as an Investment Advisor Representative since 2010. He is also registered with the Financial Industry Regulatory Authority (FINRA). He is a licensed investment advisor in New Jersey and New York. He has Series 6, 7, 31, and 63 licenses. Prior to joining Alliancebernstein LP, Gregory worked at Sanford C. Bernstein & Co., LLC, Legg Mason Investor Services, LLC, Citigroup Global Markets Inc., and The Dreyfus Service Corporation. Gregory's clients include insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Gregory's firm provides a variety of advisory services including financial planning, portfolio management, asset allocation, and publication of periodicals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
07/14/2010 - Present
Alliancebernstein LP (NEW YORK NY)
NY
01/30/2012 - 12/20/2022
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
CT
12/01/2005 - 06/24/2010
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
05/26/1999 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/30/1997 - 02/01/1999
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 03/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 06/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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