Vincent H. Grosso

GROSSO WEALTH MANAGEMENT LLC

Hoboken, NJ

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CRD#: 6945520

Professional summary

Vincent Henry Grosso is a registered financial advisor currently at GROSSO WEALTH MANAGEMENT LLC located in Hoboken, New Jersey.

Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Vincent has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.

Vincent Grosso is the President at Joanne Grosso Foundation Inc. This activity accounts for approximately 10% of his time during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincent Henry Grosso'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®

None

Experience

Current

January 19, 2023 - Present

GROSSO WEALTH MANAGEMENT LLC

RIA

CRD#: 323602

Hoboken, NJ

Past

May 30, 2019 - June 2, 2021

KESTRA PRIVATE WEALTH SERVICES, LLC

RIA

CRD#: 155193

Paramus, NJ

Past

November 21, 2018 - June 2, 2021

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Paramus, NJ

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 Jersey
(1/19/2023)

IAR

Virginia
(5/11/2024)

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

State Security Law Exam

IAR

Series 66

Date: 5/28/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/21/2018

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/12/2018

Securities Industry Essentials Examination

Current Firm

GROSSO WEALTH MANAGEMENT LLC

GROSSO WEALTH MANAGEMENT LLC | PASCACK CAPITAL LLC

CRD#: 323602 / SEC#:

New Jersey

Registered Investment Advisory firm - (1/19/2023 Approved)

Virginia

Registered Investment Advisory firm - (5/11/2024 Approved)

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Contact information

Main Address

Arlington, VA

Mailing Address

Phone number

(201) 497-4148

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 3,648,955

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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Vincent H. Grosso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincent Henry Grosso's CRS (Customer Relationship Summary).

Certified licenses

Experience

GROSSO WEALTH MANAGEMENT LLC

KESTRA PRIVATE WEALTH SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/28/2019

Series 7TO

Date: 11/21/2018

SIE

Date: 11/12/2018

Current Firm

GROSSO WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GROSSO WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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