Theodore Edward Greggis
Investment adviser representative at Private Client Services, LLC
16 yearsExperience
1 stateRegistered in
$1.4BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Private Client Services, LLCOct 2023 to now
- Blackridge Asset Management, LLCMar 2019 to Sep 2023
- Peak Brokerage Services, LLCMar 2019 to Sep 2023
- UnemployedMay 2018 to Mar 2019
- Ss&c TechnologiesJul 2010 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2004
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CT).
Private Client Services, LLC
$1.4BAssets managed
8,765Clients
64Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3021699
- Firm CRD
- 120222