GRODSKY ASSOCIATES, INC.

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
WEST ORANGE, New Jersey
CRD number
29148
Registered since
September 23, 1991

Firm profile

FINTRX

Overview

Grodsky Associates, Inc. is organized as a corporation and is registered with the SEC since 1991. Public filings identify the firm as individually owned and classify it as "Unclassified." Available records indicate the adviser is not a multi-state adviser, does not self-identify as an active ESG investor, is not a pension consultant, and is not listed as a related adviser or capital allocator. The firm has provided minimal detail about its specific advisory activities, client segments, fee structure or investment process in the materials reviewed.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • BARRY LASS

    Principal, Registered RepresentativeCRD 303177

  • SHELDON GRODSKY

    PresidentCRD 870498

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WEST ORANGE, NJ

ESSEX

Location

WEST ORANGE, NJ

Headquartered in WEST ORANGE, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
ESSEX
Address
29 Longview St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth