GREG ROBERT SATZ is an investment adviser representative (IAR) with state registration records since 1992, appearing at 5 firms. Currently registered with LIDO ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LIDO ADVISORS, LLC | 2025-01-18 | present | Yes |
| AVITAS WEALTH MANAGEMENT, LLC | 2017-12-15 | 2025-01-23 | — |
| PKS ADVISORY SERVICES, LLC | 2017-11-30 | 2017-12-31 | — |
| UBS FINANCIAL SERVICES INC. | 2009-02-20 | 2017-12-11 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1992-01-28 | 2009-02-23 | — |