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Curtis Granet

26 Years of Experience
New York, NY
Broker

Curtis Granet is a registered investment advisor at Cetera Investment Advisers LLC, based in New York, NY, with 26 years of industry experience. Curtis 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

350 7th Avenue, Suite 402, New York, NY, 10001

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Curtis is an owner and CPA at Granet Rappoport & Co LLP, a CPA firm, dedicating full-time hours to this role. He is also an advisory board member and investor at Critical Response Group, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2021 - Present · 5 yrs 1 mo
Cetera Financial Specialists LLCBroker
November 1999 - Present · 26 yrs 6 mos
State Registrations2 states
NJNY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.