Christian Grundel
Christian Grundel is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Worcester, MA, with 18 years of industry experience. Christian 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
554 Main St, Suite 250, Worcester, MA, 01608
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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
Christian is involved in several outside business activities, including financial services through Chartered Course Financial and Arrow Wealth Management LLC, writing/producing role-playing game material, serving as a board member for West Warwick Public Library, and selling fixed insurance products. Selling insurance takes a few hours per week of Christian's time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Financial Engines Advisors L.L.C.
Financial Engines Advisor Center, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations8 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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