Michael GrossoCRD Number: 2979301
Current Firm: Tci Wealth Advisors, Inc.
Michael Grosso (CRD# 2979301) is an Investment Advisor Representative working at Tci Wealth Advisors, Inc. in Scottsdale, AZ and has over 18 years of experience in the finance industry. Michael Grosso has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Tci Wealth Management, Inc.||Scottsdale, AZ||Apr 2008 - Current||8|
|Cmg Solutions, LLC||Scottsdale, AZ||Feb 2007 - Current||9|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Jul 1997 - Mar 2008||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
Total Assets Under Management1,981MILLIONS
Total Number of Accounts6,466ACCOUNTS
Average Account Value$306,349
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, IN, MA, MD, MN, MT, NC, NE, NJ, NM, NV, NY, OR, TX, UT, VA, WA, WI