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Lawrence I. Grossman

GROSSMAN, LAWRENCE I·BENICIA, California
Series 6, Series 7, Series 22, Series 26, Series 63, Series 65Clean record28 years registeredGROSSMAN, LAWRENCE I
940 ADAMS STREET, SUITE L, BENICIA, CA 94510CRD# 2250720Firm CRD# 128566

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence I. Grossman · BENICIA, CA
Registration
CRD #2250720 · GROSSMAN, LAWRENCE I · 28 years registered
Brand Profile
Not yet started
01

Career History

ARCHVEST WEALTH ADVISORS, INC.
Feb 2020 – present
GROSSMAN FINANCIAL MANAGEMENT
Oct 2014 – present
GROSSMAN FINANCIAL MANAGEMENT
Jan 1998 – Dec 2013
BENICIA, CA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 22
Series 26
Series 63
Series 65
Registration record
First registered · January 1, 1998
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GROSSMAN, LAWRENCE I
CRD 128566 · SEC 801-62980
AUM
$70M
Regulatory assets under management
Employees
1
76 client accounts
Services offered by GROSSMAN, LAWRENCE I
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 GROSSMAN, LAWRENCE I →
Introduction

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05

Frequently Asked Questions

What services does Lawrence I. Grossman offer?
Lawrence I. Grossman specializes in Financial Planning, Investment Management. Contact their office in BENICIA, California for a consultation.
What are Lawrence I. Grossman's credentials?
Lawrence I. Grossman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence I. Grossman located?
Lawrence I. Grossman is based in BENICIA, California, working with GROSSMAN, LAWRENCE I. Their office serves clients in the BENICIA metropolitan area and surrounding communities.
How does Lawrence I. Grossman charge for services?
Lawrence I. Grossman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GROSSMAN, LAWRENCE I?
GROSSMAN, LAWRENCE I has approximately 1 employees and manages $70M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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