KG
KG

Kristopher Grossman

20 Years of Experience
West Caldwell, NJ
BrokerSells Insurance

Kristopher Grossman is a registered investment advisor at Kingsbridge Advisors, LLC, based in West Caldwell, NJ, with 20 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 47 clients.

Compensation
Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)
Annual Retainer:$2,500 - $250,000/year
Loading...

Location

33 Clinton Road, Suite 205, West Caldwell, NJ, 07006

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Kristopher is dually affiliated with Kingsbridge Advisors LLC as a registered investment advisor and works as an agent/broker for group benefits. He also engages in outside brokerage business insurance activity, dedicating about a quarter of his time to Kingsbridge Advisors and about 10-20% of his time to group benefits.

Employment History
Current Registrations
Kingsbridge Advisors, LLC
September 2009 - Present · 16 yrs 7 mos
Equitable Advisors, LLC
April 2009 - Present · 17 yrs
Equitable Advisors, LLCBroker
April 2009 - Present · 17 yrs
Previous Registrations
Kb Financial Partners, LLC
November 2010 - April 2012 · 1 yr 5 mos
Barclays Capital INC.Broker
October 2005 - April 2009 · 3 yrs 6 mos
State Registrations15 states
CACOCTDEFLMDMNNCNJNYPASCTNVTWA
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.
Kristopher Grossman - Financial Advisor | TrueAdvisor