Gary Grab
Investment adviser representative at Cetera Investment Advisers LLC
38 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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
- Seminars and workshops
Experience
38 years in the industry.
- Cetera Investment Advisers LLCApr 2020 to now
- Cetera Financial Specialists LLCApr 2020 to now
- Gary Grab & Associates IncSep 2007 to now
- Complete Tax ServicesJan 2001 to now
- Gary Grab, Inc.Apr 1988 to now
- Grab & Buell IncJul 2019 to Nov 2023
- Gba Financial Solutions Inc.Jan 2015 to Dec 2018
- H.D. Vest Advisory ServicesSep 1995 to Apr 2020
- H.D. Vest Investment ServicesJun 1994 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (NY).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 2305368
- Firm CRD
- 105644