Trent Grzegorczyk, financial advisor Bloomfield Hills MI
89 score

Trent Grzegorczyk

CRD Number: 5925458
Current Firm: Gregory J. Schwartz & Company, Inc.

Trent Grzegorczyk (CRD# 5925458) is an Investment Advisor Representative working at Gregory J. Schwartz & Company, Inc. in Bloomfield Hills, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Gregory J. Schwartz & Company, Inc. Bloomfield Hills, MI Apr 2014 - Current 2
Securities America Advisors, Inc. Bay City, MI Mar 2014 - Apr 2014 < 1
Securities America, Inc. Bay City, MI Sep 2013 - Apr 2014 < 1
Maier & Associates Financial Group Bay City, MI Mar 2013 - Apr 2014 1
Student Bay City, MI Jan 2003 - May 2013 10
Northwestern Mutual Saginaw, MI May 2012 - Nov 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Trent L. Grzegorczyk
Phone Number: 248-644-2701
Firm Website: http://www.gjsco.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    2,650
    MILLIONS
  • Total Number of Accounts
    536
    ACCOUNTS
  • Average Account Value
    $4,944,556
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CT, FL, IL, MI, NM, NY

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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