Grodsky Associates, Inc.

Broker-DealerFINRA MemberEst. 1991
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
West Orange, New Jersey
CRD number
29148
Registered since
September 23, 1991

Firm profile

FINTRX

Overview

Grodsky Associates, Inc. is a corporation registered with the SEC since 1991 and is owned by an individual. The firm’s public profile in FINTRX is limited: it is categorized as “Unclassified” and does not identify as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The data also flags that Grodsky Associates is not a capital allocator and does not describe itself as an active ESG investor. FINTRX does not provide details on the firm’s client types, specific advisory activities, or fee structure.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Barry Lass

    Principal, Registered RepresentativeCRD 303177

  • Sheldon Grodsky

    PresidentCRD 870498

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

West Orange, NJ

Essex

Location

West Orange, NJ

Headquartered in West Orange, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Essex
Address
29 Longview St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth