Unclaimed Profile

Gregory William Kalosieh

SSN ADVISORY, INC.·KNOXVILLE, Tennessee

SSN ADVISORY, INC.

9729 COGDILL ROAD, KNOXVILLE, TN 37932CRD# 3182645Firm CRD# 126090

Profile Verification

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

Identity

Gregory William Kalosieh · KNOXVILLE, TN

Registration

CRD #3182645 · SSN ADVISORY, INC.

Brand Profile

Not yet started

Disclosure history

8 disclosures on file · See FINRA BrokerCheck for full record

About

Gregory William Kalosieh is a registered financial advisor based in KNOXVILLE, Tennessee, affiliated with SSN ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SSN ADVISORY, INC.

AUM

$2.4B

Regulatory assets under management

Employees

241

Total firm employees

View all advisors at SSN ADVISORY, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Fixed fees

Subscription fees

Regulatory

SEC/IARD CRD# 3182645

Firm CRD# 126090

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory William Kalosieh offer?

Gregory William Kalosieh specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KNOXVILLE, Tennessee for a consultation.

What are Gregory William Kalosieh's credentials?

Gregory William Kalosieh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory William Kalosieh located?

Gregory William Kalosieh is based in KNOXVILLE, Tennessee, working with SSN ADVISORY, INC.. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.

How does Gregory William Kalosieh charge for services?

Gregory William Kalosieh's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SSN ADVISORY, INC.?

SSN ADVISORY, INC. has approximately 241 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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