VM
VM

Virginia Mcgrody

8 Years of Experience
Lebanon, NH
BrokerSells Insurance

Virginia Mcgrody is a registered investment advisor at Cetera Investment Advisers LLC, based in Lebanon, NH, with 8 years of industry experience. Virginia 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

19 Morgan Drive, Lebanon, NH, 03766

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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

Virginia is a corporator at Mascoma Mutual Financial Services, a member of AutoTeam America's tax committee, and an investment advisor representative at TSS Wealth Management, LLC. She also manages rental property through Choate Property Management, LLC, works at TSSWMM Financial Group, Ascend Partner Services LLC, and TSS Financial Partners, LLP.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
September 2017 - October 2019 · 2 yrs 1 mo
1st Global Capital CORP.Broker
September 2017 - October 2019 · 2 yrs 1 mo
State Registrations2 states
NHVT
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.
Virginia Mcgrody - Financial Advisor | TrueAdvisor