EG
CFP
EG
CFP

Edward Grosso

26 Years of Experience
Midlothian, VA
Broker

Edward Grosso is a CFP-designated registered investment advisor, based in Midlothian, VA, with 26 years of industry experience.

Location

1 Park West Circle, Suite 106, Midlothian, VA, 23114

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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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Other Business Activities

Edward is a financial advisor for Steward Partners Global Advisory and Webster Grosso Wealth Management. He is also an investment advisor for Steward Partners Investment Advisory LLC, spending minimal time on these activities.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs
Steward Partners Investment Advisory, LLC
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
February 2021 - May 2022 · 1 yr 3 mos
Wells Fargo Clearing Services, LLCBroker
August 2004 - February 2021 · 16 yrs 6 mos
Wells Fargo Clearing Services, LLC
August 2004 - February 2021 · 16 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2000 - August 2004 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2000 - August 2004 · 4 yrs 5 mos
State Registrations15 states
CADEFLHIILMAMINCNVNYPARISCVAVT
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.
Edward Grosso - Financial Advisor | TrueAdvisor