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Michael Anthony Grosso

TCI Wealth Advisors, Inc.

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About Michael Anthony Grosso

Michael Grosso is a financial advisor with TCI Wealth Advisors, Inc. Michael is a certified financial planner with over 20 years of experience in the financial services industry. Michael has been registered with the state of Arizona since 2008. Michael holds the Series 7, Series 9, Series 10, and Series 63 licenses. Michael specializes in providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. Michael is also a managing member and owner of 3BP!, LLC, a single member LLC, which is not investment-related.

Firm Information

Michael Grosso is currently registered with TCI Wealth Advisors, Inc.. TCI Wealth Advisors, Inc. is a Tucson, Arizona-based firm that provides financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. The firm manages approximately $4.09 billion in assets for over 10,250 accounts.
TCI Wealth Advisors, Inc.

4011 EAST SUNRISE DRIVE

TUCSON, AZ 85718

$4.09B

Assets Under Management

21

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Grosso’s Registration & Firm History

AZ

08/06/2008 - Present

TCI Wealth Advisors, Inc. (SCOTTSDALE AZ)

AZ

12/09/1997 - 03/17/2008

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

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Licenses & Designations

BC

Issued 02/13/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/22/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/22/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 12/05/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Anthony Grosso.
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