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Elvira Grossman

5 Years of Experience
El Paso, TX
BrokerSells Insurance

Elvira Grossman is a registered investment advisor at Cetera Investment Advisers LLC, based in El Paso, TX, with 5 years of industry experience. Elvira 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

2150 Trawood Drive Suite A 200, El Paso, TX, 79935

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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 ActivitiesSells Insurance

Elvira sells life, health, disability, and long-term care insurance with various companies, dedicating minimal time. She also serves on an animal shelter advisory committee and works as a financial professional for Retirement Advisors of the Southwest full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2022 - June 2023 · 1 yr 3 mos
Nylife Securities LLCBroker
September 2020 - February 2022 · 1 yr 5 mos
State Registrations2 states
NMTX
AdvisorBrokerBoth

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
No exam information available for this advisor.