Gregory Robick
Gregory Robick is a registered investment advisor at Corporate Benefits Consultants, INC., based in Wexford, PA, with 15 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 3 clients with $40M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
8500 Brooktree Road, Suite 305, Wexford, PA, 15090
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gregory is a passive investor in Belong For Me, a software-as-a-service company focused on employee engagement. He dedicates minimal time to this activity.
Employment History
Current Registrations
Corporate Benefits Consultants, INC.
Previous Registrations
Princor Financial Services Corporation
State Registrations1 state
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