Anthony Grose, financial advisor Dearborn MI
90 score

Anthony Grose

CRD Number: 5956615
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Anthony Grose (CRD# 5956615) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dearborn, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Dearborn, MI Feb 2012 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn, MI Jan 2012 - Current 4
Chase Investment Services Corp Lincoln Park, MI Jul 2011 - Dec 2011 < 1
Jpmorgan Chase Bank Lincoln Park, MI Jul 2010 - Dec 2011 1
Vitamin Shoppe Allen Park, MI Oct 2007 - Aug 2010 2
University Of Michigan Dearborn Dearborn, MI Sep 2007 - May 2010 2
Unemployed Allen Park, MI Jun 2007 - Sep 2007 < 1
Guardsmark Tempe, AZ Sep 2006 - May 2007 < 1
Arizona State University Tempe, AZ Aug 2006 - May 2007 < 1
Cottage Inn Pizza Ann Arbor, MI Dec 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Anthony C. Grose
Phone Number: 800-637-7455
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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