Hazel E. Grolljahn

GROVE STREET FIDUCIARY

Peterborough, NH 03458-0396

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CRD#: 6644697

Professional summary

Hazel Elizabeth Grolljahn, CFP®, who also goes by Hazel Elizabeth Hensel, is a registered financial advisor currently at GROVE STREET FIDUCIARY, LLC located in Peterborough, New Hampshire.

Hazel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Hazel has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Hazel Elizabeth Hensel

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.

20 GROVE STREET PARTNERS, LLC, SECRETARY, APPROXIMATELY 5% OF TIME

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hazel Elizabeth Grolljahn's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

November 18, 2016 - Present

GROVE STREET FIDUCIARY, LLC

Office #1: 20 Grove Street Suite 240, Peterborough, NH 03458-0396

RIA

CRD#: 107703

Peterborough, NH

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".

GROVE STREET FIDUCIARY, LLC

AMES PLANNING ASSOCIATES INC | GROVE STREET FIDUCIARY, LLC | GROVE STREET FIDUCIARY, INC.

CRD#: 107703 / SEC#: 801-43397

RIA

Registered Investment Advisory firm - (2/24/1993 Approved)

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

New Hampshire
(11/18/2016)

IAR

Texas
(11/18/2016)

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

Current Firm

GROVE STREET FIDUCIARY, LLC

AMES PLANNING ASSOCIATES INC | GROVE STREET FIDUCIARY, LLC | GROVE STREET FIDUCIARY, INC.

CRD#: 107703 / SEC#: 801-43397

RIA

Registered Investment Advisory firm - (2/24/1993 Approved)

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Contact information

Main Address

20 Grove Street Suite 240, Peterborough, NH 03458-0396

Mailing Address

P. O. Box 396, Peterborough, NH 03458-0396

Phone number

(603) 924-9939

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GROVE STREET FIDUCIARY, LLC (3/18/2025)

Regulatory assets under management

Total Number of Accounts	1,164
AUM (Assets Under Management)	$ 362,672,632

Red Flags

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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Hazel E. Grolljahn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hazel Elizabeth Grolljahn's CRS (Customer Relationship Summary).

Certified licenses

Experience

GROVE STREET FIDUCIARY, LLC

Primary Firm SEC Registration

GROVE STREET FIDUCIARY, LLC

State Registrations and Notice Filings

Exams

Current Firm

GROVE STREET FIDUCIARY, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GROVE STREET FIDUCIARY, LLC

TRUST BUT VERIFY

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