Jeffrey C. Grodsky
CETERA INVESTMENT ADVISERS LLC
GLEN BURNIE, MD 21061
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CRD#: 4481027
Professional summary
Jeffrey Craig Grodsky, CFP®, who also goes by Jeff Grodsky, Jeffrey Grodsky, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Glen Burnie, Maryland and CETERA WEALTH SERVICES, LLC located in Columbia, Maryland.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jeffrey has worked at 7 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 3 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Grodsky | Jeffrey Grodsky
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) PALUMBO FINANCIAL & TAX SERVICES LLC; POSITION: Employee NATURE: ~; The business prepares taxes and performs accounting duties for clients. It takes a proactive approach to helping clients develop a strategy to address their financial goals and objectives, using the most efficient methods available. INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 130 START DATE: 09/21/2020; 1500 Bolton Street, Baltimore MD 21217; I will be performing financial planning, investment management, tax planning, and insurance services. I will be working with clients to help them achieve their unique needs and goals. 2) JOSEPH J. PALUMBO CPA; POSITION: Financial Advisor NATURE: Financial planning and tax services INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 130 START DATE: 09/21/2020; 802 Landmark Dr, Suite 111, Glen Burnie MD 21061; Financial planner Investment advice 3) ROWHOUSE FINANCIAL PARTNERS POSITION: Senior Financial Advisor NATURE: This is the DBA for Palumbo Financial & Tax Services LLC INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 09/28/2023 ADDRESS: 802 Landmark Dr, Suite 111, Glen Burnie MD 21061, United States DESCRIPTION: I will be performing financial planning, investment management, tax planning, and insurance services. I will be working with clients to help them achieve their unique needs and goals.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Craig Grodsky's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
September 9, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 802 Landmark Dr Ste 111, Glen Burnie, MD 21061Office #3: 802 Landmark Dr Suite 111, Glen Burnie, MD 21061Office #4: 711 W 40th St Suite 362, Baltimore, MD 21211RIA
CRD#: 105644
GLEN BURNIE, MD
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #2: 802 Landmark Dr Suite 111, Glen Burnie, MD 21061Office #3: 711 W 40th St Suite 362, Baltimore, MD 21211BD
CRD#: 13572
Columbia, MD
Past
December 10, 2020 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
GLEN BURNIE, MD
Past
September 17, 2020 - September 8, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
GLEN BURNIE, MD
Past
August 21, 2015 - June 30, 2020
CARMICHAEL HILL & ASSOCIATES INC
RIA
CRD#: 105213
GAITHERSBURG, MD
Past
August 8, 2012 - September 19, 2014
ACI GROUP
RIA
CRD#: 164780
CHEVY CHASE, MD
Past
August 22, 2007 - June 18, 2012
AFC ASSET MANAGEMENT SERVICES, INC.
RIA
CRD#: 115737
GAITHERSBURG, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Maryland(9/5/2025)
IAR
Maryland(9/9/2025)
RR
New Mexico(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
Washington(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/10/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
