Unclaimed Profile

Dennis Grubelic

BEIRNE WEALTH CONSULTING SERVICES, LLC·SHELTON, Connecticut

SIE, Series 7, Series 24, Series 62, Series 63, Series 65, Series 99TOClean recordBEIRNE WEALTH CONSULTING SERVICES, LLC

3 ENTERPRISE DRIVE, SHELTON, CT 06484CRD# 2376725Firm CRD# 167103

Profile Verification

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

Identity

Dennis Grubelic · SHELTON, CT

Registration

CRD #2376725 · BEIRNE WEALTH CONSULTING SERVICES, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 62

Series 63

Series 65

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEIRNE WEALTH CONSULTING SERVICES, LLC

CRD 167103 · SEC 801-77726

AUM

$1.1B

Regulatory assets under management

Employees

1,136 client accounts

Services offered by BEIRNE WEALTH CONSULTING SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEIRNE WEALTH CONSULTING SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Dennis Grubelic offer?

Dennis Grubelic specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHELTON, Connecticut for a consultation.

What are Dennis Grubelic's credentials?

Dennis Grubelic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dennis Grubelic located?

Dennis Grubelic is based in SHELTON, Connecticut, working with BEIRNE WEALTH CONSULTING SERVICES, LLC. Their office serves clients in the SHELTON metropolitan area and surrounding communities.

How does Dennis Grubelic charge for services?

Dennis Grubelic's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEIRNE WEALTH CONSULTING SERVICES, LLC?

BEIRNE WEALTH CONSULTING SERVICES, LLC has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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