Mark Brian Grosky

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/1996 → Present
  Grosky Law Firm
  Clifton Park, NY
• 07/2016 → Present
  Kestra Investment Services, Llc
  Clifton Park, NY

Previous Registrations

• 2014-10-07 → 2016-07-07
  Next Financial Group, Inc.
  Clifton Park, NY

Other Businesses

Business Name: Grosky Law Firm Investment Related: No Address: 9 Executive Park Drive Clifton Park NY 12065 Nature of Business: Legal/Attorney/Trustee/Executor Position, Title or Relationship: Owner/Managing Partner Start Date: 1/1/1996 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: AttorneyBusiness Name: Diversa Financial Professionals, LLC Investment Related: Yes Address: 9 Executive Park Drive Clifton Park NY 12065 Nature of Business: Insurance Position, Title or Relationship: Owner/Sole Member Start Date: 7/21/2005 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Fixed Annuities/Insurance Sales & ServiceBusiness Name: Diversa Real Estate, LLC Investment Related: No Address: 9 Executive Park Drive Clifton Park NY 12065 Nature of Business: Real Estate Position, Title or Relationship: Owner/Sole Member/Real Estate Broker/Agent Start Date: 12/1/2006 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Real Estate Broker/AgentBusiness Name: Diversa Development Group, LLC Investment Related: No Address: 9 Executive Park Drive Clifton Park NY 12065 Nature of Business: Other Other/None of the Above Commercial Real Estate Owner/Developer Position, Title or Relationship: Owner/Sole Member Start Date: 8/30/2004 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Owner/DeveloperBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor/Investment Advisor Representative Start Date: 7/1/2016 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: Financial Advisor/Investment Advisor RepresentativeBusiness Name: Stage 2 Planning Partners, Inc. Investment Related: Yes Address: 930 Albany Shaker Road, Sutie 109 Latham NY 12110 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 7/1/2016 Hours per month: 51% - 60% (81 - 96 hours) Hours per month during trading hours: 51% - 60% (71 - 84 hours) Duties: RR and IAR

Exams

• S66 Uniform Combined State Law Examination
  2014-10-07