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KERSHNER, GROSSO & CO.

SARATOGA SPRING, NY · CRD 105696 · IAPD ↗ · kershnergrosso.com · 518-584-2600

$825.5MRegulatory AUM
6Advisory reps
6Employees
570Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
March 2026 — KERSHNER, GROSSO & CO. reported RAUM up 57% ($524.7M -> $825.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2026 — KERSHNER, GROSSO & CO. grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — KERSHNER, GROSSO & CO. crossed $500M in regulatory AUM ($437.0M -> $524.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.