Jeffrey Craig Grodsky
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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
11 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Investment AdvisorsSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Rowhouse Financial PartnersSep 2023 to now
- Joseph J. Palumbo CpaSep 2020 to now
- Palumbo Financial & Tax Services LLCSep 2020 to now
- Avantax Investment Services, IncOct 2020 to Sep 2025
- Avantax Advisory ServicesSep 2020 to Sep 2025
- Avantax Insurance Agency LLCSep 2020 to Sep 2025
- Carmichael & Associates Inc.Jul 2015 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 4481027
- Firm CRD
- 105644