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Steven James Grogan

Savvy

Macomb, MI

New York, NY

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Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-09-18
  • MI RA
    APPROVED
    Since 2025-09-18

Branch Locations

46851 Garfield Road, Macomb, MI 48044 • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sii Sterling Heights MI 05/2015 02/2018
Commonwealth Financial Network Waltham MA 02/2018 09/2025
Atticus Wealth Management Macomb MI 03/2011 Present
Savvy Macomb MI 09/2025 Present
  • 05/2015 → 02/2018
    Sii
    Sterling Heights, MI
  • 02/2018 → 09/2025
    Waltham, MA
  • 03/2011 → Present
    Atticus Wealth Management
    Macomb, MI
  • 09/2025 → Present
    Macomb, MI
Previous Registrations
  • 2018-02-02 → 2025-09-09
    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
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-23
S63 Uniform Securities Agent State Law Examination 2010-02-23
  • S66 Uniform Combined State Law Examination
    2011-11-23
  • S63 Uniform Securities Agent State Law Examination
    2010-02-23
Designations

View on SEC IAPD

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