Theodore Edward Greggis
Investment Adviser Representative at Private Client Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Theodore Edward Greggis is an investment adviser representative with Private Client Services, LLC in Middletown, CT, where they have been registered since 2023. They have worked in the securities industry since 2011 and have been registered with 5 firms, including Blackridge Asset Management, LLC and ING Financial Advisers, LLC. They have passed 10 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Connecticut.
Registrations & licenses
- Investment adviser:
- Connecticut
- Broker:
2 states and territories
Connecticut, Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- SS&C TechnologiesJul 2010 – May 2018Irving, TX
- PEAK Brokerage Services, LLCMar 2019 – Sep 2023Jupiter, FL
- UnemployedMay 2018 – Mar 2019West Palm Beach, FL
- Blackridge Asset Management, LLCMar 2019 – Sep 2023Jupiter, FL
- Private Client ServicesOct 2023 – no end date reportedMiddletown, CT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Private Client Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
- Estimated blended rate
- 0.0125
- $25,000 - $249,9992.00%
- $250,000 - $499,9991.75%
- $500,000 - $999,9991.50%
- Over $1,000,0001.25%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 88
- Offices listed on AdvisorFinder:
- 19
- Main office:
- Louisville, KY
- SEC file number:
- 801-71475
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 14, 2026
View full firm profileOther advisors at Private Client Services, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Theodore Edward Greggis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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