GG
Gabe W. Grzeskiewicz
CETERA INVESTMENT ADVISERS LLC
ELGIN, IL 60124
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CRD#: 7962769
GG
Professional summary
Gabe William Grzeskiewicz is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Elgin, Illinois and CETERA WEALTH SERVICES, LLC located in Elgin, Illinois.
Gabe is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Gabe has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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)ELGIN AREA CHAMBER POSITION: Board Member NATURE: Local city chamber providing networking opportunities and general assistance to local businesses INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2024 ADDRESS: 31 S Grove Ave, Elgin IL 60120, United States DESCRIPTION: Duties as board member include:- Attend monthly board meetings- Review monthly financial statements- Recruit additional members to the Chamber- Network with other board members and refer business contacts to them- Help set the long term strategy of the chamber 2) PORTE BROWN LLC POSITION: Partner NATURE: CPA firm providing accounting, consulting, and tax advisory services to closely held businesses and individuals. INVESTMENT RELATED: No NUMBER OF HOURS: 220 SECURITIES TRADING HOURS: 128 START DATE: 06/01/2006 ADDRESS: 1752 Capital Street, Suite 400, Elgin IL 60124, United States DESCRIPTION: I provide tax and accounting consulting services to closely held businesses and individuals, lead our internal IT team focusing on the firms technology vision and strategy, run our Elgin office, mentor staff, and network with other professionals.
CRS (Client Relationship Summary) - RIA
Click below to view Gabe William Grzeskiewicz'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: 1752 Capital Street, Elgin, IL 60124RIA
CRD#: 105644
ELGIN, IL
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1752 Capital St Ste 400, Elgin, IL 60124BD
CRD#: 13572
Elgin, IL
Past
November 25, 2024 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Elgin, IL
Past
October 21, 2024 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Elgin, IL
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
Illinois(9/5/2025)
IAR
Illinois(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/21/2024
General Securities Representative ExaminationGeneral 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#: 105644Elgin, IL 60124TRUST BUT VERIFY
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