Steven James Grogan

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 05/2015 → 02/2018
  Sii
  Sterling Heights, MI
• 02/2018 → 09/2025
  Commonwealth Financial Network
  Waltham, MA
• 03/2011 → Present
  Atticus Wealth Management
  Macomb, MI
• 09/2025 → Present
  Savvy
  Macomb, MI

Previous Registrations

• 2018-02-02 → 2025-09-09
  Commonwealth Financial Network
  Macomb, MI
  Utica, MI
• 2015-06-04 → 2018-02-05
  Signator Investors, Inc.
  Shelby Township, MI
  Sterling Heights, MI
• 2011-12-16 → 2015-06-01
  Mml Investors Services, Llc
  Shelby Township, MI
  Farmington Hills, MI
  Farmington Hills, MI

Other Businesses

1.)Director of Connect Macomb, a non-profit Chamber of Commerce organization; Non-investment related; Start date: 12/01/2017; Approximately 2 hours per month. 2.)Owner of Datum Point Tools, Inc., industrial tool distribution and sales; Non-investment related; Start date: 11/01/2016; Approximately 20 hours per month. 3.)Owner of Atticus Wealth Management, LLC used as a dba/marketing brand name for financial services; Investment-related; Start date: 3/09/2011; Approximately 20 hours per month. 4.)Owner of PCG Properties, LLC, a property management company; Non-investment related; Start date: 1/01/2012; Approximately 1 hour per month.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-23
• S63 Uniform Securities Agent State Law Examination
  2010-02-23

Designations

• Certified Financial Planner