Jeffrey Grodsky
Jeffrey Grodsky is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Glen Burnie, MD, with 17 years of industry experience. Jeffrey 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
802 Landmark Dr, Suite 111, Glen Burnie, MD, 21061
Get directionsHistory
Regulatory History (2)
Financial
February 2018Financial
March 2016Other Business ActivitiesSells Insurance
Jeffrey is an employee of Palumbo Financial & Tax Services LLC and a financial advisor at Joseph J. Palumbo CPA, providing financial planning, investment management, tax planning, and insurance services, dedicating nearly full-time hours to each. He is also a senior financial advisor at Rowhouse Financial Partners, a DBA for Palumbo Financial & Tax Services LLC, spending nearly full-time hours there as well.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Carmichael Hill & Associates INC
Aci Group
Afc Asset Management Services, INC.
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.