James Grandinetti

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2008 → 03/2022
  Gurtin Fixed Income Management, Llc
  Solana Beach, CA
• 10/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2022 → 10/2022
  Unemployed
  Poway, CA
• 01/2023 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 01/2023 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 01/2023 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-11-10 → 2022-04-29
  Gurtin Municipal Bond Management
  Solana Beach, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-07
• S63 Uniform Securities Agent State Law Examination
  1999-11-23

Other Names

• James Michael Grandinetti
• Jim Grandinetti