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 privately owned corporate advisory entity that has been SEC-registered since 1991. Public filings classify the firm as unclassified and list individual ownership. Available disclosures indicate the firm is not positioned as a capital allocator, not a multi-state adviser, and does not self-identify as an active ESG investor, pension consultant, newly formed adviser, or related adviser.

Assets & Accounts

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

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Recent filings

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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