Trent Grzegorczyk, financial advisor Traverse City MI
90 score

Trent Grzegorczyk

CRD Number: 5925458
Current Firm: Micapital LLC

Trent Grzegorczyk (CRD# 5925458) is an Investment Advisor Representative working at Micapital LLC in Traverse City, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Micapital, LLC Traverse City, MI Oct 2016 - Current 1
Gregory J. Schwartz & Company, Inc. Bloomfield Hills, MI May 2014 - Sep 2016 2
Securities America Advisors, Inc. Bay City, MI Mar 2014 - Apr 2014 < 1
Securities America, Inc. Bay City, MI Sep 2013 - Apr 2014 < 1
Maier & Associates Financial Group Bay City, MI Mar 2013 - Apr 2014 1
Student Bay City, MI Jan 2003 - May 2013 10
Northwestern Mutual Saginaw, MI May 2012 - Nov 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Trent L. Grzegorczyk
Phone Number: 231-631-5960
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $178,571
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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