Logan Grom
Logan Grom is a registered investment advisor at Cetera Investment Advisers LLC, based in Allentown, PA, with 1 years of industry experience. Logan 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
2 Windsor Plaza 7540 Windsor Drive, Ste 110, Allentown, PA, 18195
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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
Logan is an insurance agent selling insurance products through Avantax Insurance, dedicating about 10-20% of his time to this. He also works as an associate financial advisor at Smart Cents Wealth Management LLC, focusing on wealth management, tax planning, and administrative tasks, which takes about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 states
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