EG
Edward M. Grosko
INTEGRATED WEALTH MANAGEMENT
UNIONTOWN, OH 44685
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CRD#: 2732880
EG
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
CRS (Client Relationship Summary) - RIA
Click below to view Edward Michael Grosko's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 17, 2006 - Present
INTEGRATED WEALTH MANAGEMENT, INC.
Office #1: 1790 Town Park Blvd Suite K, Uniontown, OH 44685RIA
CRD#: 141092
UNIONTOWN, OH
Past
January 24, 2006 - December 31, 2006
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
UNIONTOWN, OH
Past
June 8, 2005 - December 31, 2005
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
UNIONTOWN, OH
Past
October 15, 2004 - December 31, 2004
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
UNIONTOWN, OH
Past
July 22, 2002 - May 4, 2012
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
UNIONTOWN, OH
Past
May 3, 1999 - July 19, 2002
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
NEW YORK, NY
Past
August 5, 1996 - May 3, 1999
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
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 - (10/11/2023 Approved)Ohio
Registered Investment Advisory firm - (4/1/2024 Terminated)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.Highlighted states indicate IAR registrations
IAR
Ohio(8/17/2006)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
IW
INTEGRATED WEALTH MANAGEMENT, INC.
INTEGRATED WEALTH MANAGEMENT, INC.
CRD#: 141092 / SEC#: 801-128851
RIA
Registered Investment Advisory firm - (10/11/2023 Approved)Ohio
Registered Investment Advisory firm - (4/1/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1790 Town Park Blvd. Suite K, Uniontown, OH 44685
Mailing Address
Phone number
(330) 896-1644
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,075 |
| AUM (Assets Under Management) | $ 189,464,931 |
Red Flags
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