Jared
Gruszczynski
Gries Financial LLC
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About this Advisor
Jared Gruszczynski is a financial advisor based out of Miami, Florida who has 2 years of relevant experience. Gruszczynski is on the advisory team at Gries Financial LLC. Throughout their career, Gruszczynski has worked at Valmark Securities, Inc, Globetax, Yeshiva University, Valmark Advisers, Inc, Mariner Wealth Advisors, Msec, LLC and Gries Financial Partners. Gruszczynski holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida and Ohio. Gries Financial LLC is an advisory company that has its headquarters in Cleveland, OH. The company has a total of 20 people on staff. It manages $975 million in total assets across its 1,177 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm advises 10 charities and foundations. Of its 1,177 accounts, 39% belong to high-net-worth clients who have more than $1 million in investable assets. Gries Financial LLC performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees usually depend on the type of services. Fees charged by Gries Financial LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gries Financial LLC Brokerage Details
$974,743,495
20
1,177
$828,159
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jared Gruszczynski Work History
Jared has been registered as a financial advisor for 2 years.*
Gries Financial Partners
Mariner Wealth Advisors
Msec, LLC
Valmark Advisers, Inc
Valmark Securities, Inc
Globetax
Yeshiva University
*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 Jared Gruszczynski 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 Gries Financial LLC
Jacksonville, FL
Miami, FL
Porter Ranch, CA
West Bloomfield, MI
Troy, MI
Cleveland, OH
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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