Brett Larson Grossman
Investment adviser representative at Factor Wealth Management
11 yearsExperience
2 statesRegistered in
$781MFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Factor Wealth Management Ltd.Jun 2024 to now
- PNC Financial Services Group, Inc.Aug 2021 to Jun 2024
- PNC Financial Services Group, Inc.Jun 2020 to Jul 2020
- Travelcenters of AmericaMay 2019 to Aug 2019
- Heiman Basketball CampMay 2018 to Aug 2018
- The Ohio State UniversitySep 2017 to Jun 2021
- Kenston High SchoolSep 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Factor Wealth Management
Legal name: Factor Wealth Management Ltd.
$781MAssets managed
239Clients
5Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7979274
- Firm CRD
- 104708