VM
Virginia L. Mcgrody
CETERA INVESTMENT ADVISERS LLC
LEBANON, NH 03766
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CRD#: 6685916
VM
Professional summary
Virginia Lynn Mcgrody, who also goes by Ginny Mcgrody, Ginny Wright, VIrginia Lynn Wright, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Lebanon, New Hampshire and CETERA WEALTH SERVICES, LLC located in Lebanon, New Hampshire.
Virginia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Virginia has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ginny Mcgrody | Ginny Wright | Virginia Lynn Wright
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) MASCOMA MUTUAL FINANCIAL SERVICES CORPORATION POSITION: CORPORATOR NATURE: THIS IS A MUTUAL SAVINGS BANK. MEMBERS OF THE COMMUNITY SERVE AS CORPORATORS. CORPORATORS ATTEND AN ANNUAL MEETING, VOTE ON THE MINUTES, ELECT NEW CORPORATORS AND LIVE IN THE COMMUNITY INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2010 ADDRESS: PO Box 4399, 243 Sykes Mountain Ave, White River Junction VT 05001 DESCRIPTION: ATTEND THE ANNUAL MEETING, VOTE ON THE PRIOR YEAR'S ANNUAL MEETING MINUTES, AND VOTE FOR NEW CORPORATORS. I HAVE NO INFLUENCE ON ANY DECISIONS 2) AUTOTEAM AMERICA; NON INVESTMENT RELATED; WEST HARTFORD, CT; THIS IS A GROUP OF CPA FIRMS WHO SPECIALIZE IN AUTO DEALERSHIP TAXATION, WE EDUCATE AND SUPPORT EACH OTHER; TAX COMMITTEE MEMBER; 05/01/1999; 0 HR/MO; 0 HR/TRADE; I HAVE NO INFLUENCE. I AM A MEMBER OF THE TAX COMMITTEE WHICH DEALS WITH DEALERSHIP CLIENT TAXES, NOT THE ORGANIZATIONS TAXES. I AM ON QUARTERLY PHONE CALLS AND AN ANNUAL CPE MEETING. 3) TSS WEALTH MANAGEMENT, LLC POSITION: Member NATURE: Investment Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/01/2017 ADDRESS: 19 Morgan Dr, Lebanon NH 03766 DESCRIPTION: Investment advisor representative 4) CHOATE PROPERTY MANAGEMENT, LLC POSITION: Member NATURE: My husband and I started this company this month to purchase a barn and 16 acres across the street from our primary residence. We will fix up the barn and rent it to my husband's sole proprietorship. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2019 ADDRESS: 260 Choate Rd, Enfield NH 03748, United States DESCRIPTION: Collect rent and pay loan; maintain property and books. 5) TSSWMM FINANCIAL GROUP POSITION: Owner NATURE: Financial Services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 02/01/2024 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: Management and client referrals 6)ASCEND PARTNER SERVICES LLC POSITION: Partner NATURE: CPA/tax/consulting services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2024 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: I provide CPA/tax/consulting services to the CPA firm via Ascend Partner Services LLC same as before. 7)TSS FINANCIAL PARTNERS, LLP POSITION: Partner NATURE: CPA Firm offering audit and attestation (A&A) services. This firm was spun off from Tyler, Simms & St. Sauveur, CPA, PLLC to hold the A&A portion of that business in a separate entity. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: I do not have any job responsibilities for this entity. 8)ASCEND PARTNERS HOLDINGS LLC POSITION: Minority Member NATURE: This company is the sole owner of TSS Advisors, LLC. TSS Advisors, LLC purchased the assets of Tyler, Simms & St. Sauveur, CPAs PLLC and is the new operating company of our old CPA firm. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: I provide tax services to TSS Advisors, LLC as a CPA, via my employment with Ascend Partner Services, LLC. 9) TSWM ADVISORY GROUP POSITION: Partner NATURE: Investment advisory firm providing wealth management and financial planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/01/2025 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: provide client referrals and participate in firm management decisions but not in investment decisions.
CRS (Client Relationship Summary) - RIA
Click below to view Virginia Lynn Mcgrody'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 19 Morgan Drive, Lebanon, NH 03766RIA
CRD#: 105644
LEBANON, NH
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 19 Morgan Drive, Lebanon, NH 03766BD
CRD#: 13572
LEBANON, NH
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
LEBANON, NH
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
LEBANON, NH
Past
September 28, 2017 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
Lebanon, NH
Past
September 8, 2017 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
LEBANON, NH
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
New Hampshire(9/5/2025)
IAR
New Hampshire(9/5/2025)
RR
Vermont(9/5/2025)
Exams
State Security Law Exam
General 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
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Lebanon, NH 03766TRUST BUT VERIFY
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