Gregory T Grillo

Employer firm

Mtm Financial Group, LLC CRD 147221

$772M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1999 → 06/2017
  Charles Schwab And Co.
  Wayne, PA
• 02/2005 → 05/2017
  Charles Schwab Bank
  Wayne, PA
• 06/2017 → 10/2018
  Td Ameritrade
  Philadelphia, PA
• 09/2018 → Present
  Mtm Financial Group, Llc
  Bethlehem, PA
• 09/2018 → Present
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
• 09/2018 → Present
  Mtm Financial Group, Llc
  Bethlehem, PA

Previous Registrations

• 2017-06-09 → 2018-10-04
  Td Ameritrade, Inc.
  Philadelphia, PA
• 2017-06-09 → 2018-10-04
  Td Ameritrade Investment Management, Llc
  Philadelphia, PA
• 2016-03-03 → 2017-06-06
  Charles Schwab & Co., Inc.
  Wayne, PA
  Wayne, PA

Other Businesses

1). MtM Financial Group, LLC; 4505 Hanoverville Road, Bethlehem, PA 18020, Unites States; Investment Related; Start Date: 09/27/2018; Position: Employee - W2, Description: Financial Advisor offering investment advice to clients, Nature: Registered Investment Advisor DBA for financial services offered through SFA; Hours per Month: 160; During Securities Trading Hours: 130

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-12
• S63 Uniform Securities Agent State Law Examination
  1997-06-28

Other Names

• Gregory Thomas Reidt
• Gregory Thomas Grillo
• Gregory T Reidt