Matthew Grozier (CRD# 7728695) is an Investment Advisor Representative working at Prudential Financial Planning Services in Camp Hill, PA and has 1 year of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Prudential Insurance Company Of America | Warrington, PA | Nov 2023 - Current | < 1 |
| Pruco Securities LLC | Warrington, PA | Apr 2023 - Current | 1 |
| Danville High School | Danville, PA | Oct 2020 - Mar 2023 | 2 |
| Central Susquehanna Intermediate Unit | Montandon, PA | Mar 2022 - Aug 2022 | < 1 |
| Stephs Subs | Bloomsburg, PA | May 2019 - Jun 2022 | 3 |
| Bloomsburg University | Bloomsburg, PA | Jan 2019 - Dec 2021 | 2 |
| Lebanon Valley College | Annville, PA | Aug 2017 - Dec 2018 | 1 |
| Donald E. Kocher Inc. | Orangeville, PA | May 2018 - Aug 2018 | < 1 |
| Central Columbia High School | Bloomsburg, PA | Jan 2013 - Aug 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- PA
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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