Andrea Grosso Holdcroft

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 03/2022
  Sanford C. Bernstein & Co., Llc
  Seattle, WA
• 01/2018 → 05/2018
  Sightlife
  Seattle, WA
• 02/2015 → 01/2018
  Wells Fargo
  Atlanta, GA
• 02/2022 → 12/2022
  Ymca Pierce And Kitsap County
  Tacoma, WA
• 12/2022 → 04/2024
  Fidelity Investments
  Tukwila, WA
• 04/2024 → 01/2025
  Edward Jones
  St Louis, MO
• 01/2025 → Present
  Lpl Financial
  Olympia, WA
• 01/2025 → Present
  Washington State Emp. Cu
  Olympia, WA

Previous Registrations

• 2024-04-12 → 2025-01-10
  Edward Jones
  Gig Harbor, WA
  Gig Harbor, WA
• 2023-01-20 → 2024-04-23
  Fidelity Personal And Workplace Advisors
  Tukwila, WA
• 2018-10-04 → 2022-03-23
  Alliancebernstein L.P.
  Seattle, WA

Other Businesses

1) 01/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name WSECU INVESTMENT SERVICES - Investment related - At reported business location(s) 2) 03/12/2025 - ANDREA HOLDCROFT - Investment Related - Real Estate Rental - West Virginia - Start Date:03/03/2025 - 1 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-04

Other Names

• Andrea Kristine Grosso
• Andrea Grosso Kaempf
• Andy Grosso
• Andrea Kristine Kaempf
• Andrea Grosso Holdcroft
• Andrea K Grosso