Gregory Alexander Kort

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 09/2014 → 01/2017
  Wunderlich Securities, Inc.
  Memphis, TN
• 01/2017 → 09/2022
  Citizens Securities, Inc.
  Farmington Hills, MI
• 09/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grosse Pointe, MI
• 12/2022 → Present
  Bank Of America N.A.
  Grosse Pointe, MI

Previous Registrations

• 2017-01-13 → 2022-09-12
  Citizens Securities, Inc.
  Farmington Hills, MI
  Southfield, MI
  Bloomfield Hills, MI
  Columbus, OH
  Livonia, MI
  Grosse Pointe, MI
  Commerce Township, MI
  Grosse Pointe Woods, MI
  Farmington, MI
  Fairlawn, OH
  Commerce Township, MI
  Grosse Pointe Woods, MI
  Commerce Township, MI
• 2014-10-02 → 2017-01-18
  B. Riley Wealth Management
  Birmingham, MI
• 2012-10-01 → 2014-09-29
  J.P. Morgan Securities Llc
  Farmington Hills, MI
• 2007-03-19 → 2012-10-01
  Chase Investment Services Corp.
  Farmington Hills, MI
  Farmington Hills, MI
  Southfield, MI

Other Businesses

MICHAEL KORT IRREV TST, INVESTMENT RELATED, 5795 HEREFORD DETROIT MI 48224, BROTHERS INHERITANCE TRUST, TRUSTEE, STARTED 2015, 1 HOUR DEVOTED PER MONTH, 0 HOURS DURING TRADING, ACT AS TRUSTEE AS SET FORTH IN THE TRUST. I*1094285 For profit or not for profit: Entity For Profit Name of outside business organization: Lightning Financial Investment related: N Address of business: Grosse Pointe Woods, Michigan, 48236 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 1/1/2020 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-16
• S63 Uniform Securities Agent State Law Examination
  1993-01-29

Other Names

• Gregory Alexander Kort
• Gregory Alexander Kort
• Gregory A Kort