Kristy Grauer
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- GrubhubJun 2026 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Main Street Axe CompanyApr 2022 to now
- Cetera AdvisorsOct 2020 to now
- Cetera Financial SpecialistsOct 2020 to now
- Cetera Investment Services LLCOct 2020 to now
- Cetera Wealth Services, LLCOct 2020 to now
- Avantax Investment Services IncJan 2025 to Sep 2025
- First Allied Securities, IncOct 2020 to Sep 2022
- UnemployedNov 2019 to Oct 2020
- Kestra Financial Services, IncApr 2016 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4793203
- Firm CRD
- 105644