David Grossbard, financial advisor Englewood Cliffs NJ

David Grossbard

CRD Number: 2346595
Current Firm: Avantax Advisory Services

David Grossbard (CRD# 2346595) is an Investment Advisor Representative working at Avantax Advisory Services in Englewood Cliffs, NJ and has over 30 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Avantax Investment Services Inc. Englewood Cliffs, NJ Dec 2023 - Current < 1
Avantax Insurance Agency, LLC Englewood Cliffs, NJ Dec 2023 - Current < 1
Avantax Advisory Services Englewood Cliffs, NJ Dec 2023 - Current < 1
Sylvan Financial Advisors Englewood Cliffs, NJ Aug 2017 - Current 6
Otterstedt Insurance Agency Englewood Cliffs, NJ Oct 2006 - Current 17
The Investment Center. Inc. Englewood Cliffs, NJ Oct 2010 - Dec 2023 13
Ic Advisory Services, Inc. Englewood Cliffs, NJ Oct 2010 - Dec 2023 13
Cornerstone Producers Group Englewood Cliffs, NJ Jan 2010 - Feb 2019 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S66 NASAA Uniform Combined State Law Examination Nov 2006
Contact Info for David J. Grossbard
Phone Number: 972-870-6000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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