# ADVICEONE ADVISORY SERVICES, LLC

ADVICEONE ADVISORY SERVICES, LLC of GLASTONBURY, CT is an SEC-registered investment adviser.

## Registration

- CRD: 111614
- Type: SEC-registered investment adviser
- SEC file number: 801-62125
- Location: 100 WESTERN BOULEVARD, GLASTONBURY, CT, 06033
- Phone: 860-659-4900
- Latest filing: 2026-07-17
- Regulatory AUM: $2.0B
- Discretionary AUM: $2.0B
- Clients: 56
- Accounts: 4,781

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Michael Paul Grossman | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Janna L Drake | DIRECTOR OF FINANCE | — |
| Olivia Kathryn Grossman | DIRECTOR OF OPERATIONS | — |
| GROSSMAN MICHAEL PAUL | MANAGING MEMBER; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| DRAKE JANNA L | CHIEF EXECUTIVE OFFICER | — |
| Janna L. Drake | DIRECTOR OF FINANCE | — |


## Branch offices (3)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| INDEPENDENCE | OH | 3 | 866-498-7679 |
| CHARLOTTE | NC | 2 | (860) 659-4900 |
| ROCKFORD | IL | 2 | (860) 659--490 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111614/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111614/similar
- Related entities: https://search.stillhousedata.com/firm/111614/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111614

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.