Todd David Grovenstein

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

• 07/1992 → 11/2023
  Fsc Securities Corporation
  Jacksonville Beach, FL
• 11/2023 → Present
  Osaic Wealth, Inc.
  Neptune Beach, FL

Previous Registrations

• 1992-09-25 → 2023-11-03
  Fsc Securities Corporation
  Neptune Beach, FL

Other Businesses

1. TODD GROVENSTEIN-INSURANCE PRODUCER POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1992 ADDRESS: 1505 Landing Lane, Neptune Beach FL 32266, United States DESCRIPTION: review existing client life and annuity policies as annual reports are received 2. TG REAL ESTATE BUSINESS POSITION: Owner - NATURE: Sole Proprietorship -Properties are located at:10216 Bryant RdLithia, Fl 33547and3706 Sanctuary Way NorthJacksonville Beach, FL 32250and18086 Seneca TrailMarlinton, WV 24954 INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2000 ADDRESS: 1505 Landing Lane, Neptune Beach FL 32266, United States DESCRIPTION: meet repair people, interview tenants, do background checks

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-12-11

Other Names

• Todd David Grovestein
• Todd D Grovenstein