Gary Grab
Gary Grab is a registered investment advisor at Cetera Investment Advisers LLC, based in Syosset, NY, with 33 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6800 Jericho Turnpike, Suite 205W, Syosset, NY, 11791
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is an enrolled agent and owner of Complete Tax Services, spending about a quarter of his time on tax preparation and accounting since 2001. He also sells health and disability insurance and owns Gary Grab & Associates, Inc., providing tax, accounting, and financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Royce Investment Group, INC.Broker
State Registrations7 states
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