Gregory Geryak
Gregory Geryak is a registered investment advisor at LPL Financial LLC, based in Phoenix, AZ, with 21 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Phoenix, AZ
Get directionsHistory
Regulatory History (1)
Criminal
September 1988Other Business ActivitiesSells Insurance
Gregory has a business entity for tax/investment purposes called Greg J. Geryak Insurance Agency, Inc., taking about half of his time. He also uses One2One Wealth Strategies LLC as a DBA for his LPL business and is involved with Non-Variable Insurance through NEXT STEP ADVISORS LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Farmers Financial Solutions, LLCBroker
State Registrations3 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.
Exams
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