Grant D. Podsednik

CETERA INVESTMENT ADVISERS LLC

BEDFORD, TX 76022

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CRD#: 4538844

Professional summary

Grant Daniel Podsednik, who also goes by Grant Podsednik, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Bedford, Texas and CETERA WEALTH SERVICES, LLC located in Bedford, Texas.

Grant is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Grant has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Grant Podsednik

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.

NAME OF OTHER BUSINESS: ROADMAP WEALTH MANAGEMENT, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2021, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Daniel Podsednik's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 5, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 2700 Tibbets Dr Suite 301, Bedford, TX 76022

RIA

CRD#: 105644

BEDFORD, TX

Current

September 5, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 2700 Tibbets Drive Suite 500, Bedford, TX 76022

CRD#: 13572

Bedford, TX

Past

October 22, 2019 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Bedford, TX

Past

October 22, 2019 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Bedford, TX

Past

February 12, 2018 - October 31, 2019

LEVEL FOUR ADVISORY SERVICES

RIA

CRD#: 134086

Bedford, TX

Past

January 30, 2018 - November 7, 2019

LPL FINANCIAL LLC

CRD#: 6413

BEDFORD, TX

Past

March 27, 2015 - December 19, 2017

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

ARLINGTON, TX

Past

March 27, 2015 - December 19, 2017

CETERA WEALTH SERVICES, LLC

CRD#: 13572

ARLINGTON, TX

Past

November 5, 2012 - April 22, 2015

LPL FINANCIAL LLC

CRD#: 6413

EULESS, TX

Past

February 14, 2011 - April 7, 2015

LEVEL FOUR ADVISORY SERVICES

RIA

CRD#: 134086

EULESS, TX

Past

January 13, 2011 - November 21, 2012

OSAIC FS, INC.

CRD#: 3870

EULESS, TX

Past

April 8, 2008 - January 31, 2011

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

ADDISON, TX

Past

January 3, 2007 - January 31, 2011

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

ADDISON, TX

Past

December 9, 2003 - November 14, 2006

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

EULESS, TX

Past

July 19, 2002 - October 29, 2003

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

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".

CETERA INVESTMENT ADVISERS LLC

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.

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

Texas
(9/5/2025)

IAR

Texas
(9/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/27/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/13/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/11/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/16/2002

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

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	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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.

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Firm Stability Insights

Grant D. Podsednik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grant Daniel Podsednik's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

LEVEL FOUR ADVISORY SERVICES

LPL FINANCIAL LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

LPL FINANCIAL LLC

LEVEL FOUR ADVISORY SERVICES

OSAIC FS, INC.

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

WOODBURY FINANCIAL SERVICES, INC.

MONY SECURITIES CORPORATION

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/27/2008

Series 63

Date: 7/13/2002

SIE

Date: 10/1/2018

Series 7

Date: 6/11/2009

Series 6

Date: 7/16/2002

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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