Gregory Gromek
Gregory Gromek is a registered investment advisor at Osaic Wealth, INC., based in Pepper Pike, OH, with 25 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
30195 Chagrin Blvd., Suite 360, Pepper Pike, OH, 44124
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory works with Peak Wealth Solutions, an insurance/wealth management and qualified retirement plans company, dedicating nearly full-time hours. He also provides tax preparation and accounting services through McGro & Associates, spending minimal time on this. Gregory is also a co-owner of 330 Wealth Partners, an entity to pay shared business expenses, spending minimal time on this, and is a Registered Representative with American Portfolios Financial Services, Inc.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Peak Wealth Solutions
Previous Registrations
American Portfolios Financial Services, INC.Broker
Private Advisor Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.