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EG

Edward Michael Grosko

INTEGRATED WEALTH MANAGEMENT
UNIONTOWN, OH
·CRD# 2732880·30 years registered

Professional Summary

Edward Michael Grosko is a registered financial advisor currently at INTEGRATED WEALTH MANAGEMENT, INC. located in Uniontown, Ohio. Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Edward has worked at 5 firms and has passed the Series 63, Series 6 and Series 26 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

30 years registered in the securities industry

Current & Past Employments

Current

INTEGRATED WEALTH MANAGEMENT, INC.Current·CRD# 141092
RIA
1790 Town Park Blvd Suite K, Uniontown, OH 44685
August 17, 2006 - Present

Past

THE O.N. EQUITY SALES COMPANYPast·CRD# 2936
BD
Uniontown, OH
July 22, 2002 - May 4, 2012
ON INVESTMENT MANAGEMENT COPast·CRD# 105662
RIA
Uniontown, OH
January 24, 2006 - December 31, 2006
ON INVESTMENT MANAGEMENT COPast·CRD# 105662
RIA
Uniontown, OH
June 8, 2005 - December 31, 2005
ON INVESTMENT MANAGEMENT COPast·CRD# 105662
RIA
Uniontown, OH
October 15, 2004 - December 31, 2004
PARK AVENUE SECURITIES LLCPast·CRD# 46173
BD
New York, NY
May 3, 1999 - July 19, 2002
GUARDIAN INVESTOR SERVICES LLCPast·CRD# 6635
BD
New York, NY
August 5, 1996 - May 3, 1999

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Current Firm

IW
INTEGRATED WEALTH MANAGEMENT, INC.

INTEGRATED WEALTH MANAGEMENT, INC.

CRD#: 141092 / SEC#: 801-128851
RIA
Registered Investment Advisory firm - SEC (10/11/2023 Approved)
Ohio
Registered Investment Advisory firm - Ohio (4/1/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1790 Town Park Blvd. Suite K, Uniontown, OH 44685

Phone Number

(330) 896-1644

# of Employees

10

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INTEGRATED WEALTH MANAGEMENT (CRD 141092) ADV PART 2A (5/14/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,326

AUM (Assets Under Management)

$254,065,547

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) EDWARD GROSKO; NOT INVESTMENT RELATED; 1790 TOWN PARK BLVD STE K UNIONTOWN OH 44685; SELLING INSURANCE; START DATE: 01/01/2003; 160 HOURS PER MONTH(160 HOURS DURING TRADING HOURS) SELLING HEALTH, LONG TERM CARE, AND FIXED ANNUITIES; INTEGRATED PROPERTIES LLC; NOT INVESTMENT RELATED; 1790 TOWN PARK BLVD SUITE K UNIONTOWN OH 44685; RWAL ESTATE; PRESIDENT; START DATE: 01/01/2003; 2 HOURS PER MONTH(2 HOURS DURING TRADING HOURS)OWN BUILDING BUSINESS IS HOUSED IN. 3) INTEGRATED WEALTH MANAGEMENT; INVESTMENT RELATED; 1790 TOWN PARK BLVD SUITE K UNIONTOWN OH 44685; RIA; START DATE: 07/01/2006; 10 HOURS PER WEEK(10 HOURS DURING TRADING HOURS) FEE BASED ADVISORY SERVICES. Edward M. Grosko is a shareholder of EBG Marketing Inc. a marketing company that supports marketing programs and activities for Integrated Wealth Management Inc., Integrated Planning Company Inc., and Integrated Benefits Inc. EBG Marketing Inc. is available to support marketing activities with other qualified financial organizations. EBG Marketing Inc. has no revenue sharing role with the financial organizations it serves and is paid strictly on a fee for service basis. His responsibilities take approximately 2-5 hours per week. Edward M. Grosko is also a general partner to Gibson Ltd. and BMW 485 Ltd., limited partnerships involving oil & gas investments. These partnerships are closed. Advisory Clients are not solicited to invest in these partnerships. This takes less than 1 hour per year. The Edward M. Grosko Trust dated August 15, 2005 as restated on February 22, 206 is a member of Gables Enterprise Group LLC solely as an investor and has no operating responsibilities or service requirements. That Gables Enterprise Group LLC was formed in the State of Ohio on June 25, 2019.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
INTEGRATED WEALTH MANAGEMENT, INC.

INTEGRATED WEALTH MANAGEMENT, INC.

CRD#: 141092 / SEC#: 801-128851
RIA
Registered Investment Advisory firm - SEC (10/11/2023 Approved)
Ohio
Registered Investment Advisory firm - Ohio (4/1/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Ohio
(8/17/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1998About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 1996About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Nov 2008About the Series 26 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Edward Michael Grosko's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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