Jeff Groezinger, financial advisor Dayton OH
93 score

Jeff Groezinger

CRD Number: 3060679
Current Firm: Buckingham Capital Management, Inc.

Jeff Groezinger (CRD# 3060679) is an Investment Advisor Representative working at Buckingham Capital Management, Inc. in Dayton, OH and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Investment Group, Inc. Raleigh, NC Apr 2009 - Current 7
Buckingham Capital Management, Inc. Dayton, OH Mar 2005 - Current 11
Oberlin Financial Corp Bryan, OH Apr 2002 - Apr 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Jeff H. Groezinger
Phone Number: 937-435-2742
Firm Website: http://www.bcminvest.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    411
    MILLIONS
  • Total Number of Accounts
    2,857
    ACCOUNTS
  • Average Account Value
    $143,717
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, DC, FL, GA, IL, IN, KY, LA, MI, NC, NH, OH, TN, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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