Michael Grossman, financial advisor East Norriton PA
96 score

Michael Grossman

CRD Number: 1233777
Current Firm: Voya Financial Advisors, Inc.

Michael Grossman (CRD# 1233777) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in East Norriton, PA and has over 28 years of experience in the finance industry. Michael Grossman 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.

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Professional Designations
Company Name Location Dates Years
Voya Financial Advisors East Norriton, PA Sep 2014 - Current 3
Mtn Financial Advisors East Norriton, PA Oct 1984 - Current 33
Financial Independence Planning, LLC East Norriton, PA Dec 2007 - Sep 2017 9
Ing Financial Partners Conshohocken, PA Dec 2007 - Sep 2014 6
M And S Faciltities Management Conshohocken, PA Jan 2006 - Oct 2013 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
Contact Info for Michael N. Grossman
Phone Number: 1-800-356-2906
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    11,151
    MILLIONS
  • Total Number of Accounts
    59,860
    ACCOUNTS
  • Average Account Value
    $186,281
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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