Robert Grenus
Robert Grenus is a registered investment advisor at LPL Financial LLC, based in Glastonbury, CT, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
95 Glastonbury Blvd, 3rd Floor, Suite 301, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History (6)
Customer Dispute
October 2024Customer Dispute
May 2022Customer Dispute
April 2022Customer Dispute
February 2010Customer Dispute
January 2003Customer Dispute
January 2002Other Business ActivitiesSells Insurance
Robert sells non-variable insurance products, including accident/health, LTC, term life, and health savings accounts, dedicating minimal time. He also operates through Integrated Financial Partners and Integrated Wealth Concepts, providing investment advisory services, taking up most of his time.
Employment History
Current Registrations
LPL Financial LLC
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations21 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.