Diane Grohulski, financial advisor Pasadena CA

Diane Grohulski

CRD Number: 2069358
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Diane Grohulski (CRD# 2069358) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pasadena, CA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Pasadena, CA Sep 2009 - Current 14
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena, CA May 1990 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1990
S65 NASAA Investment Advisors Law Examination Mar 1995
Contact Info for Diane K. Grohulski
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, WY

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