Michael Paul Grossman

Employer firm

Adviceone Advisory Services, LLC CRD 111614

$2.05B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 12/1999 → 11/2019
  Securities Service Network, Llc
  Glastonbury, CT
• 01/2000 → Present
  Adviceone Advisory Services, Llc
  Glastonbury, CT
• 01/1999 → Present
  Adviceone Llc
  Glastonbury, CT
• 02/2018 → 01/2019
  Ssn Advisory, Inc.
  Glastonbury, CT

Previous Registrations

• 2018-02-15 → 2019-01-03
  Ssn Advisory, Inc.
  Glastonbury, CT

Other Businesses

1) WALDEMAR REALTY LLC - 152 HAMPSHIRE DRIVE, GLASTONBURY CT 06033 - PRIV CORP - OWNS ONE CLASS A COMMERCIAL PROPERTY AT 100 WESTERN BOULEVARD GLASTONBURY CT. - JULY 2011 - 2 HR/MO/TRD HRS - OWNER OF BUILDING. WORK THROUGH PROPERTY MANAGER TO MANAGE COMMERCIAL BUILDING.- NON-INVESTMENT RELATED 2) ADVICEONE EMPOWERMENT COACHING LLC - 100 WESTERN BLVD, GLASTONBURY, CT 06033 - 2010 START DATE - NIR - PROVIDES ENTREPRENEURIAL COACHING TO FINANCIAL ADVISORS - TEACH THEM HOW TO BECOME MORE EFFECTIVE BUSINESS PERSONS - PRIVATE CORP - 5 HRS/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-24
• S63 Uniform Securities Agent State Law Examination
  1994-06-23

Designations

• Certified Financial Planner