Josiah Grauso, financial advisor Bartonsville PA
90 score

Josiah Grauso

CRD Number: 6027067
Current Firm: Brookstone Capital Management LLC

Josiah Grauso (CRD# 6027067) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Bartonsville, PA and has over 4 years of experience in the finance industry.

Similar Advisors
Megan Donnelly, financial advisor Bartonsville PA
Megan Donnelly
CRD# 3177570
Quabbin Advisors
Score
101
Similar Advisors
Richard Lotito, financial advisor Bartonsville PA
Richard S. Lotito
CRD# 4610992
Invest Financial Corporation
Score
98
Similar Advisors
Erin Baehr, financial advisor Bartonsville PA
Erin A. Baehr
CRD# 4506749
Baehr Family Financial, LLC
Score
96
Company Name Location Dates Years
Asc Financial Group Bartonsville, PA Jan 2015 - Current 1
Brookstone Capital Management Wheaton, IL May 2013 - Current 3
American Senior Coordinators Bartonsville, PA Jan 2007 - Current 9
Horter Investment Management, LLC Mt. Arlington, NJ Feb 2012 - May 2013 1
Pnc Bank Stroudsburg, PA Apr 2005 - Dec 2006 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Josiah Grauso
Phone Number: 630-653-1400
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    1,436
    MILLIONS
  • Total Number of Accounts
    29,700
    ACCOUNTS
  • Average Account Value
    $48,361
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.