Joseph J Grosso

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-15
NJ	RA	APPROVED	2025-12-22

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	08/2025	Present
Liberty High School	Jackson	NJ	09/2016	06/2020
Stevens Institute Of Technology	Jackson	NJ	09/2020	05/2024
J.F. Oberlin University	Shinjuku		06/2023	07/2023
Shoreline Media Marketing	Asbury Park	NJ	06/2021	08/2025
Trump National Country Club	Colts Neck	NJ	06/2017	08/2019

08/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
09/2016 → 06/2020

Liberty High School

Jackson, NJ
09/2020 → 05/2024

Stevens Institute Of Technology

Jackson, NJ
06/2023 → 07/2023

J.F. Oberlin University

Shinjuku
06/2021 → 08/2025

Shoreline Media Marketing

Asbury Park, NJ
06/2017 → 08/2019

Trump National Country Club

Colts Neck, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-19