Unclaimed Profile

Theodore M Groesbeck

GROESBECK INVESTMENT MANAGEMENT CORP·PARAMUS, New Jersey

Series 7, Series 63, Series 65Clean record12 years registeredGROESBECK INVESTMENT MANAGEMENT CORP

12 RTE. 17 NORTH, PARAMUS, NJ 07652CRD# 2208426Firm CRD# 106679

Profile Verification

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

Identity

Theodore M Groesbeck · PARAMUS, NJ

Registration

CRD #2208426 · GROESBECK INVESTMENT MANAGEMENT CORP · 12 years registered

Brand Profile

Not yet started

Career History

GROESBECK INVESTMENT MANAGEMENT CORP

Apr 2017 – present

GROESBECK INVESTMENT MANAGEMENT CORP

Feb 2015 – Dec 2016

PARAMUS, NJ

GROESBECK INVESTMENT MANAGEMENT CORP

Dec 2013 – Dec 2014

PARAMUS, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · December 18, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GROESBECK INVESTMENT MANAGEMENT CORP

CRD 106679 · SEC 801-44798

AUM

$77M

Regulatory assets under management

Employees

37 client accounts

Services offered by GROESBECK INVESTMENT MANAGEMENT CORP

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GROESBECK INVESTMENT MANAGEMENT CORP →

Introduction

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Frequently Asked Questions

What services does Theodore M Groesbeck offer?

Theodore M Groesbeck specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PARAMUS, New Jersey for a consultation.

What are Theodore M Groesbeck's credentials?

Theodore M Groesbeck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Theodore M Groesbeck located?

Theodore M Groesbeck is based in PARAMUS, New Jersey, working with GROESBECK INVESTMENT MANAGEMENT CORP. Their office serves clients in the PARAMUS metropolitan area and surrounding communities.

How does Theodore M Groesbeck charge for services?

Theodore M Groesbeck's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GROESBECK INVESTMENT MANAGEMENT CORP?

GROESBECK INVESTMENT MANAGEMENT CORP has approximately 3 employees and manages $77M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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