Robert GrostickCRD Number: 3188156
Current Firm: Centaurus Financial, Inc.
Robert Grostick (CRD# 3188156) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Leesburg, VA and has over 9 years of experience in the finance industry.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Centaurus Financial, Inc.||Orange, CA||May 2008 - Current||9|
|Carroll National Plans||Cadillac, MI||Mar 2005 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2008|
|S65||NASAA Investment Advisors Law Examination||Jun 2011|
Total Assets Under Management1,203MILLIONS
Total Number of Accounts5,368ACCOUNTS
Average Account Value$224,050
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Market timing services
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, VI, VT, WA, WI, WV