ADVICEONE ADVISORY SERVICES, LLC
CRD #111614 SEC #801-62125 GLASTONBURY, CT 860-659-4900
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
55
Clients
--
Accounts
4,511
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DRAKE, JANNA, L. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DRAKE, JANNA, L. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DRAKE, JANNA, L. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DRAKE, JANNA, L. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DRAKE, JANNA, L. | I | DIRECTOR OF FINANCE | NA | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| GROSSMAN, OLIVIA, KATHRYN | I | DIRECTOR OF OPERATIONS | NA | Control |
| ADVICEONE LLC | DE | OWNER | E | Control |
| ADVICEONE LLC | DE | OWNER | E | Control |
| ADVICEONE LLC | DE | OWNER | E | Control |
| ADVICEONE LLC | DE | OWNER | E | Control |
| ADVICEONE LLC | DE | OWNER | E | Control |
| ADVICEONE LLC | DE | OWNER | E | Control |
| ADVICEONE LLC | DE | OWNER | E | Control |
| ADVICEONE LLC | DE | OWNER | E | Control |
| ADVICEONE LLC | DE | OWNER | E | Control |
| ADVICEONE LLC | DE | OWNER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GROSSMAN, MICHAEL, PAUL | I | ADVICEONE LLC | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | ADVICEONE LLC | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | ADVICEONE LLC | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | ADVICEONE LLC | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | ADVICEONE LLC | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | ADVICEONE LLC | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | ADVICEONE LLC | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | ADVICEONE LLC | E | Control |
| GROSSMAN, MICHAEL, PAUL | I | ADVICEONE LLC | E | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (27)
AZ CA CO CT FL GA IA IL IN MA MD ME MO NC NH NJ NV NY OH OR PA RI SC TX VA VT WA
Address
100 WESTERN BOULEVARDGLASTONBURY, CT 06033
United States
Phone: 860-659-4900