Unclaimed Profile

Scott Douglas Genzman

GR FINANCIAL GROUP, LLC·TUCSON, Arizona

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65, Series 66Clean record23 years registeredGR FINANCIAL GROUP, LLC

4556 E CAMP LOWELL, TUCSON, AZ 85712CRD# 2304409Firm CRD# 172370

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Douglas Genzman · TUCSON, AZ

Registration

CRD #2304409 · GR FINANCIAL GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

GR FINANCIAL GROUP, LLC

Dec 2014 – present

BGR FINANCIAL GROUP, LLC

Jul 2007 – May 2015

TUCSON, AZ

BROOKSTREET CAPITAL MANAGEMENT

Oct 2005 – Jun 2007

TUCSON, AZ

UBS FINANCIAL SERVICES INC.

Jan 2003 – Oct 2005

TUCSON, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Series 66

Registration record

First registered · January 2, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GR FINANCIAL GROUP, LLC

CRD 172370 · SEC 801-80641

AUM

$815M

Regulatory assets under management

Employees

2,394 client accounts

Services offered by GR FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GR FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Douglas Genzman offer?

Scott Douglas Genzman specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.

What are Scott Douglas Genzman's credentials?

Scott Douglas Genzman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Douglas Genzman located?

Scott Douglas Genzman is based in TUCSON, Arizona, working with GR FINANCIAL GROUP, LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.

How does Scott Douglas Genzman charge for services?

Scott Douglas Genzman's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: technology fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GR FINANCIAL GROUP, LLC?

GR FINANCIAL GROUP, LLC has approximately 9 employees and manages $815M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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