Unclaimed Profile

Brian Richard Grodman

GRODMAN FINANCIAL GROUP, LLC·MANCHESTER, New Hampshire

SIE, Series 7, Series 24, Series 63, Series 65CFP ChFCClean record30 years registeredGRODMAN FINANCIAL GROUP, LLC

70 STARK ST., MANCHESTER, NH 03101-1934CRD# 1549330Firm CRD# 116867

Profile Verification

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

Identity

Brian Richard Grodman · MANCHESTER, NH

Registration

CRD #1549330 · GRODMAN FINANCIAL GROUP, LLC · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GRODMAN FINANCIAL GROUP, LLC

BROPHY WEALTH MANAGEMENT, LLC

Jan 2021 – Sep 2024

BEDFORD, NH

GRODMAN FINANCIAL GROUP, LLC

Jan 2001 – Dec 2023

MANCHESTER, NH

INDEPENDENT ADVISERS GROUP CORP

Jun 1996 – May 2004

MANCHESTER, NH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · June 11, 1996

Years registered · 30

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRODMAN FINANCIAL GROUP, LLC

CRD 116867 · SEC 801-77660

AUM

$6M

Regulatory assets under management

Employees

45 client accounts

Services offered by GRODMAN FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GRODMAN FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Richard Grodman offer?

Brian Richard Grodman specializes in Financial Planning, Investment Management, Wealth Management.

What are Brian Richard Grodman's credentials?

Brian Richard Grodman holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian Richard Grodman located?

Brian Richard Grodman is based in MANCHESTER, New Hampshire, last registered with GRODMAN FINANCIAL GROUP, LLC.

How does Brian Richard Grodman charge for services?

Brian Richard Grodman's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRODMAN FINANCIAL GROUP, LLC?

GRODMAN FINANCIAL GROUP, LLC has approximately 2 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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