Gregory Allen Robick

Employer firm

Corporate Benefits Consultants, Inc. CRD 155764

$52.4M regulatory AUM

Reported services (Item 5G)

• Pension consulting

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

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

Current Employers

Employment History

• 12/1992 → Present
  Corp. Benefit Consultants, Inc.
  Wexford, PA

Previous Registrations

• 2011-01-21 → 2011-04-01
  Principal Securities, Inc.
  Mars, PA
  Wayne, PA
  Mars, PA

Other Businesses

NAME OF OTHER BUSINESS: BELONG FOR ME; NOT INVESTMENT-RELATED; ADDRESS: 127 BEAVER CREEK COURT, SEWICKLEY, PA 15143; NATURE OF BUSINESS: BELONG FOR ME IS A SOFTWARE-AS-A-SERVICE COMPANY THAT SEEKS TO CREATE A SENSE OF BELONGING WITHIN CORPORATIONS AND REDUCE EMPLOYEE ATTRITION BY OFFERING A PERSONALIZED APPROACH TO EMPLOYEE ENGAGEMENT. OUR PRODUCT, COEXPERIENCES, IS AN EMPLOYER-PURCHASED SOFTWARE SOLUTION THAT ADDRESSES THE CHALLENGES OF BUILDING COMMUNITY IN THE MODERN WORKPLACE; POSITION: PASSIVE INVESTOR; START DATE: DECEMBER 28, 2022; ZERO HOURS/MONTH; ZERO HOURS/MONTH DURING SECURITIES-TRADING HOURS; DUTIES: NONE - I'M A PASSIVE INVESTOR.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-01-18
• S63 Uniform Securities Agent State Law Examination
  2000-05-31

Other Names

• Greg Allen Robick
• Gregory Allen Robick
• Greg Allen Robick