Gregg
Coury

The Coury Firm

CRD#2792073
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Gregg Coury is a financial advisor who works out of Pittsburgh, Pennsylvania who has 5 years of relevant experience. Coury currently works for The Coury Firm. Over the course of their career, they have held roles at Fsc Securities Corporation, The Coury Firm, LLC F/K/A The Coury Financial Group, Gsc Management, Inc, Coury Investment Advisors, Inc, Coury Firm Asset Management LLC, D/B/A The Coury Firm, Coury Capital Management LLC and Coury Firm Business Advisory LLC F/K/A Coury Consulting, L.P. Coury holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California, Florida, Pennsylvania and West Virginia. The Coury Firm is a business operating out of Pittsburgh, PA. It has a total of 19 advisors. It handles $997 million in assets across its 780 accounts, making it one of the larger firms in the country by assets under management. The firm advises eight charities and foundations. Of its 780 customer accounts, 48% are held by high-net-worth clients who have at least $1 million in assets. The firm provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fee schedules usually vary depending on which services are offered. However, fees billed by The Coury Firm can be comprised of some combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

260 Forbes Avenue Suite 1600
Pittsburgh, PA 15222

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The Coury Firm Brokerage Details

Total Assets Under Management

$997,019,611

PA Average: $15,833,994,310
Total Number of Employees

19

PA Average: 41
Total Number of Accounts

780

PA Average: 3,342
Average Account Size

$1,278,230

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Gregg Coury Work History

Gregg has been registered as a financial advisor for 5 years.*

2019 - Present (5 years)

Coury Capital Management LLC

2019 - Present (5 years)

Coury Firm Asset Management LLC, D/B/A The Coury Firm

2017 - Present (7 years)

The Coury Firm, LLC F/K/A The Coury Financial Group

2017 - Present (7 years)

Coury Firm Asset Management LLC, D/B/A The Coury Firm

2017 - Present (7 years)

Coury Capital Management LLC

2003 - Present (21 years)

Coury Firm Business Advisory LLC F/K/A Coury Consulting, L.P

2016 - 2018 (2 years)

Coury Investment Advisors, Inc

2013 - 2016 (3 years)

Coury Investment Advisors, Inc

2010 - 2019 (9 years)

Gsc Management, Inc

1998 - 2017 (19 years)

Fsc Securities Corporation

1996 - 2017 (21 years)

The Coury Firm, LLC F/K/A The Coury Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gregg Coury to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Coury Firm

Robertino Coury
Los Angeles, CA
Craig Montanye
Pittsburgh, PA
Santino Coury
Pittsburgh, PA
Gregg Coury
Pittsburgh, PA
Daniel Novakowski
Pittsburgh, PA
Paul Coury
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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