Norman Grevey
Norman Grevey is a registered investment advisor at Private Advisor Group, LLC, based in Springboro, OH, with 34 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
20 S. Main St, Springboro, OH, 45066
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2012Other Business Activities
Norman is involved in several investment-related activities, including Norm Grevey Investments LLC, acting as co-trustee for the Michaele S Grevey trust, and working with Scheeler Financial Group and Private Advisor Group. He dedicates full-time hours to both Scheeler Financial Group and Private Advisor Group.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Wealth Management Group
Kiplinger Wealth Advisors
Securities America, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.