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Michael Steven Grodsky

Aquarius Financial

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About Michael Steven Grodsky

Michael Steven Grodsky is an Investment Advisor Representative at Aquarius Financial, based in Santa Fe, NM. Michael is a registered investment advisor in California. Michael's investment experience dates back to June 2007 when he joined AIG Financial Advisors, Inc. in Woodland Hills, CA. He is also a Limited Partner in Kaleidospace, LLC. Michael has worked at Aquarius Financial since April 2011.

Firm Information

Michael Grodsky is currently registered with Aquarius Financial. Aquarius Financial is an investment advisor with 1 licensed agent and 1 investment advisor representative. They provide portfolio management services for individuals and select other advisors. The firm has 7 clients with $0 in assets under management. Their website addresses are HTTP://ARTIST911.COM and HTTP://AQUARIUSFINANCIAL.COM.

Not reported

Assets Under Management

7

Total Clients

1

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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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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percentage of assets

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

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Michael Grodsky’s Registration & Firm History

NM

09/14/2011 - Present

Aquarius Financial (Santa Fe NM)

CA

11/20/2007 - 03/29/2011

INDEPENDENT FINANCIAL GROUP, LLC (WOODLAND HILLS CA)

CA

06/19/2007 - 11/20/2007

AIG FINANCIAL ADVISORS, INC. (WOODLAND HILLS CA)

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Licenses & Designations

BOTH

Issued 06/11/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/14/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Steven Grodsky.
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