Curt
Grossman

Kestra Advisory Services, LLC

CRD#2013519
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Curt Grossman is a certified financial planner whose office is in Pittsburgh, Pennsylvania. Currently an advisor at Kestra Advisory Services, LLC, they have gathered 12 years of professional experience. Grossman has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Grossman can operate in Pennsylvania. The advisor has gained experience at Edward Jones, Nfp Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is located in Pittsburgh, Pennsylvania, and has 513 other brick-and-mortar locations in the nation. In aggregate, Kestra Advisory Services, LLC manages $20 billion in assets throughout 75,277 accounts and employs more than 1,231 people. The firm's total assets under management places it among the largest firms in the United States. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Kestra Advisory Services, LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

17 Brilliant Ave Suite 302
Pittsburgh, PA 15215

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

PA Average: $3,042,739,679
Total Number of Employees

1,291

PA Average: 49
Total Number of Accounts

81,360

PA Average: 2,315
Average Account Size

$267,280

PA Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Curt Grossman Work History

Curt has 12 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2011 - 2016 (5 years)

Nfp Securities, Inc

2006 - 2011 (5 years)

Edward Jones

Disclosures

Curt Grossman has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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