Jeffrey Grodsky
Jeffrey Grodsky is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Columbia, MD, with 17 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Columbia, MD
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Regulatory History (1)
Financial
February 2018Other 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.
Exams
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