Edward M. Grosko
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Michael Grosko's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 17, 2006 - Present
INTEGRATED WEALTH MANAGEMENT, INC.
Office #1: 1790 Town Park Blvd Suite K, Uniontown, OH 44685January 24, 2006 - December 31, 2006
ON INVESTMENT MANAGEMENT CO
June 8, 2005 - December 31, 2005
ON INVESTMENT MANAGEMENT CO
October 15, 2004 - December 31, 2004
ON INVESTMENT MANAGEMENT CO
July 22, 2002 - May 4, 2012
THE O.N. EQUITY SALES COMPANY
May 3, 1999 - July 19, 2002
PARK AVENUE SECURITIES LLC
August 5, 1996 - May 3, 1999
GUARDIAN INVESTOR SERVICES LLC
Primary Firm SEC Registration
INTEGRATED WEALTH MANAGEMENT, INC.
CRD#: 141092 / SEC#: 801-128851
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/17/2006)
Exams
Current Firm
INTEGRATED WEALTH MANAGEMENT, INC.
CRD#: 141092 / SEC#: 801-128851
Contact information
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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