2015 Compliance Investment Planning 
Sara Grillo
OCTOBER 31, 2022
Salaske, Chief Executive Officer and Chief Compliance Officer is Firstmetric’s principal owner and is the sole Member and Manager of Firstmetric, LLC.” The opinions expressed herein do not necessarily represent the views of Sara Grillo or Grillo Investment Management, LLC. In early 2015, Scott sold his ownership interest in the firm.
Sara Grillo
DECEMBER 12, 2022
The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. In early 2015, Scott sold his ownership interest in the firm. He started Firstmetric a few years later.
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Sara Grillo
MAY 23, 2022
Cody decided to become an advice-only financial planner, avoiding managing assets for clients and focusing instead just on the service of financial planning because he feels that is where the greatest value of a financial advisor lies. So I got married in 2015. For advise on such matters, contact a legal or compliance advisor.
Sara Grillo
SEPTEMBER 26, 2022
The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. In early 2015, Scott sold his ownership interest in the firm. He started Firstmetric a few years later.
Sara Grillo
SEPTEMBER 12, 2022
The opinions expressed herein do not necessarily represent the views of Sara Grillo or Grillo Investment Management, LLC. Nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor. He started Firstmetric a few years later.
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