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Gregory Grocholski

10 Years of Experience
Broker

Gregory Grocholski is a registered investment advisor at Russell Investments, based in Milwaukee, WI, with 10 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 67,276 clients with $62B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
77 advisors
IM Fee
Planning only
Assets Under Management
$62.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

833 E Michigan Street, Suite 850, Milwaukee, WI, 53202

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Russell Investments
November 2023 - Present · 2 yrs 5 mos
Russell Investments Financial Services, LLCBroker
January 2023 - Present · 3 yrs 3 mos
Russell Investments Financial Services, LLC
January 2023 - Present · 3 yrs 3 mos
Previous Registrations
Prudential Financial Planning Services
May 2016 - December 2022 · 6 yrs 7 mos
Pruco Securities, LLC.Broker
June 2015 - December 2022 · 7 yrs 6 mos
State Registrations4 states
CAHIWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.