Gregory Pilla

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2021 → 03/2021
  Aegis Capital Corp
  Melville, NY
• 04/2020 → 11/2020
  Fortis Lux Financical
  Tarrytown, NY
• 03/2019 → 09/2019
  Symmetry Financial Group
  Greenvale, NY
• 01/2018 → 05/2018
  Elite Contracting
  Yonkers, NY
• 07/2014 → 05/2022
  Larchmont Vision Care
  Larchmont, NY
• 09/2014 → 12/2017
  Fordham University
  Bronx, NY
• 08/2016 → 12/2016
  Morgan Stanley
  Purchase, NY
• 06/2017 → 08/2017
  Gpb Capital
  New York, NY
• 04/2021 → 06/2022
  National Securities Corporation
  Melville, NY
• 06/2021 → 06/2022
  National Asset Management
  Melville, NY
• 06/2022 → Present
  Edward Jones
  St. Louis, MO
• 08/2021 → 04/2022
  Blue Cross Blue Sheild
  Melville, NY

Previous Registrations

• 2021-06-16 → 2022-06-01
  B. Riley Wealth Advisors, Inc.
  Melville, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-11
• S63 Uniform Securities Agent State Law Examination
  2021-04-03

Other Names

• Gregory Louis Pilla