Gregory Matthew Desroches
Investment adviser representative at Beatrice Advisors LP
15 yearsExperience
1 stateRegistered in
$282.3MFirm assets
1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Beatrice Advisors, LPApr 2024 to now
- UnemployedOct 2023 to Apr 2024
- JefferiesJul 2022 to Sep 2023
- JefferiesSep 2021 to May 2022
- JefferiesJun 2021 to Aug 2021
- Saxon Woods PoolMay 2020 to Sep 2020
- Equity & Advocacy Committee At Hunter CollegeAug 2019 to Apr 2020
- Saxon Woods PoolMay 2019 to Sep 2019
- Hunter CollegeAug 2018 to May 2022
- StaplesAug 2018 to Feb 2019
- Saxon Woods PoolJun 2018 to Sep 2018
- Saxon Woods PoolJun 2017 to Sep 2017
- The Masters SchoolSep 2011 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Beatrice Advisors LP
$282.3MAssets managed
20Clients
5Advisers
1 yearIn 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
- 7443740
- Firm CRD
- 332668