Who is Martin Gregor (CRD#:Â 1381733)?
Martin Gregor is a Managing Director, Private Wealth Advisor, and Senior Portfolio Manager at Merrill Private Wealth Management. Martin Gregor Personal Wealth Group acts as an advisor of choice to customers whose accomplishments have resulted in substantial wealth and prospects.
Many successful households, companies and businessmen, executives in the C-suite, professional athletes, and coaches recognize our experience, disciplined approach, and ability to deliver unique solutions to their complicated needs continuously.
Our partnerships are built on the greatest degree of confidence and trust in our financial administration approach, which we establish in collaboration with each client, with a focus on methods that address:
- Maintaining multigenerational riches
- Event planning before a liquidity
- Investing in all asset classes opportunistically
- Tax-cutting strategies
- Creating a living wage
- Legacy planning and family governance
- Providing a high-quality service experience
About Merrill Private Wealth Management:
Merrill (also known as Merrill Lynch, Pierce, Fenner & Smith Inc), formerly known as Merrill Lynch, is an American investment banking and wealth management branch of Bank of America. Both organizations and B of A Financial Instruments, its investment bank arm, participate in premier brokerage and broker-dealer operations.
The firm is based in New York City and initially filled part of the Metropolitan Place complex in Midtown. Merrill employs nearly 14,000 financial planners and oversees $2.8 trillion in client funds ($3.4 trillion for World Wealth and Investment Management).
Merrill Edge, an affiliate for financial and associated services, notably call center consulting, is also run by the corporation.
Before 2009, the corporation was publicly traded and owned by the public. On the fourteenth of September 2008, at the peak of the 2007-2008 financial crisis, Merrill Lynch & Co. decided to be purchased by Bank of America, the same week as Lehman Brothers was granted permission to fail.
History
On January 6, 1914, Charles E. Merrill established Charles E. Merrill & Co. at 7 Wall Street, which was located in New York City. Merrill’s buddy, Edmund C. Lynch, followed him a few months later, and the firm’s name was officially altered into Merrill, Lynch & Co. in 1915.
The firm’s name featured a period after Merrill and Lynch at the time, but this was eliminated in 1938. Winthrop H. Smith became a partner in the firm in 1916.
Fenner & Beane, a New Orleans-based financial services & commodity firm, amalgamated with Merrill Lynch, E. A. Pierce, and Cassatt in 1941. Fenner & Beane was the second most prominent trading firm in the United States throughout the 1930s.
Merrill Lynch, Pierce, Fenner & Beane was named after the United firm, which became the undisputed leader in brokerage services in the United States. Here are services provided by the company i.e. Merrill Private Wealth Management.
What is SEC?
The Securities and Exchange Commission (SEC) in the United States is a federal government regulatory agency that works independently. Its main responsibility is to safeguard investors, ensure the securities markets operate in a fair and orderly manner, and facilitate capital formation.
Martin Gregor Disclosures: BrokerCheck, FINRA, And SEC Reports
According to BrokerCheck reports, only one disclosure has been filed against Martin Gregor. The customer claimed that improper investments were made on his behalf. The clients have demanded a $10,000.00 damage account. McDonald’s Investments reviewed this issue and decided that it was completely without merit, according to brokers.
FINRA’s BrokerCheck
individual_1381733.pdf (finra.org)
SEC Litigations & Forms
Source: Martin Gregor – SEC Site Search Search Results
Martin Gregor Lawsuits, Legal Battles, & Disputes
The great majority of court cases filed in the United States of America are saved because of CourtListener, UniCourt, Law.com, Justia, Trellis Law, and Law360. If Martin Gregor gets involved in a scenario, you can learn more about it by clicking on the websites provided below.
There might be more pending lawsuits against Martin Gregor that are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Martin Gregor on these websites, you can contact the local authorities and check if they have a physical copy of any cases.
CourtListener
UniCourt
Law.com
Law360.com
Trellis. law
Justia
Martin Gregor Complaints, Class Action Lawsuits & Legal Battles
The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Martin Gregor using the websites down below:
Sonn Law Group
SEC.gov
White Law Group
MDF Law
Israels & Neuman, PLC
Klayman Toskes
You can contact the law firms mentioned above if you are facing issues with Martin Gregor or any financial advisor.
Frequently Asked QuestionsFind the answers to your most common questions related to Martin Gregor & Merrill Private Wealth Management
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1:2 advisor/client ratio
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