Brandon Grocki
Brandon Grocki is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Tinton Falls, NJ, with 10 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
106 Apple St, Suite 204, Tinton Falls, NJ, 07724
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Regulatory History (1)
Customer Dispute
April 2019Other Business ActivitiesSells Insurance
Brandon is an agent for Primary Financial and Total Financial Concepts, selling life, accident, health, disability, long-term care, and annuity accounts, dedicating a significant portion of his time to these activities. He also owns Blue Water Agency, LLC, selling property/casualty and health insurance, and serves as a district representative for the Millstone Township Republican Committee, requiring minimal time.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Wbi Investments, INC.
Quasar Distributors, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations18 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.