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Christy Schroer Gregory

Sycamore Asset Management, LLC

Zionsville, IN

CRD 5141582

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Employer firm

Sycamore Asset Management, LLC CRD 140590

$30.3M regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers

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

Current Employers
Sycamore Asset Management, Llc

Zionsville, IN • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2006-05-18
  • IN RA
    APPROVED
    Since 2006-05-18

Branch Locations

Zionsville, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sycamore Asset Management, Llc Zionsville IN 04/2006 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-04-22
  • S65 Uniform Investment Adviser Law Examination
    2006-04-22
Designations
  • Certified Financial Planner
Other Names
  • Christina Schroer Gregory
  • Christina Ann Schroer
  • Christy Ann Schroer
  • Christy Schroer Gregory

View on SEC IAPD

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