Grant Reid Raskin
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Cetera Investment Advisers LLCOct 2023 to now
- Cetera Wealth Services, LLCOct 2023 to now
- Bcwm Realty Group LLCAug 2023 to now
- Bucks County Wealth ManagementJan 2023 to now
- Maxim Sports CardsApr 2019 to now
- Mgr Financial ManagementMay 2014 to now
- Wealthcare Advisory Partners LLC (dba: Mgr Wealth Management)May 2018 to Apr 2020
- Private Advisor Group, LLCFeb 2014 to May 2018
- LPL Financial, LLCMay 2013 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
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
- 5103127
- Firm CRD
- 105644