Heath
Grossman
Johnson Brunetti
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About this Advisor
Heath Grossman is a certified financial planner operating out of Wethersfield, Connecticut who has 9 years of relevant experience. Grossman works at Johnson Brunetti. Grossman has gained experience at Financial Retirement Solutions LLC, Silver Oak Securities, Inc, Jb Capital LLC, Silver Oaks Securities, Inc, Jn Financial LLC and Financial Retirement Solutions LLC (Doing Business As "Johnson B. Grossman holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Connecticut, Georgia, Massachusetts and Texas. Johnson Brunetti is an advisory business that has its headquarters in Wethersfield, CT. It has offices in nine locations and a total of 42 employees. It has $1 billion in assets under management between its 10,407 customer accounts, placing it among the larger firms in the United States by assets under management. Of its 10,407 customer accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets. Johnson Brunetti performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees typically are based on which service is offered. Fees billed by Johnson Brunetti most likely consist of any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Johnson Brunetti Brokerage Details
$1,183,289,377
42
10,407
$113,701
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Heath Grossman Work History
Heath has been registered as a financial advisor for 9 years.*
Jn Financial LLC
Jb Capital LLC
Financial Retirement Solutions LLC
Silver Oak Securities, Inc
Silver Oaks Securities, Inc
Financial Retirement Solutions LLC (Doing Business As "Johnson B
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Heath Grossman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Johnson Brunetti
Wethersfield, CT
Wethersfield, CT
Wethersfield, CT
Wethersfield, CT
Wethersfield, CT
Wethersfield, CT
Wethersfield, CT
Wethersfield, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
