Kristie GruszkaCRD Number: 5363769
Current Firm: Wells Fargo Advisors, LLC
Kristie Gruszka (CRD# 5363769) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Williamsville, NY and has over 5 years of experience in the finance industry.
Level Financial Advisors, Inc.
Park Avenue Securities LLC
Linwood Investment Advisors Inc.
|Wells Fargo Advisors LLC||Buffalo, NY||Sep 2013 - Current||3|
|Ubs Financial Services, Inc.||Buffalo, NY||Jun 2007 - Sep 2013||6|
|Azerty||Orchard Park, NY||Sep 2006 - Jun 2007||< 1|
|Citibank||West Seneca, NY||May 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2011|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV