Jeffrey Craig Grodsky

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

• 07/2015 → 06/2020
  Carmichael & Associates Inc.
  Gaithersburg, MD
• 09/2020 → 09/2025
  Avantax Advisory Services
  Baltimore, MD
• 09/2020 → 09/2025
  Avantax Insurance Agency Llc
  Baltimore, MD
• 09/2020 → 10/2022
  Palumbo Financial & Tax Services Llc
  Baltimore, MD
• 10/2020 → 09/2025
  Avantax Investment Services, Inc
  Baltimore, MD
• 09/2020 → 10/2022
  Joseph J. Palumbo Cpa
  Glen Burnie, MD
• 09/2020 → Present
  Palumbo Financial & Tax Services Llc
  Baltimore, MD
• 09/2020 → Present
  Joseph J. Palumbo Cpa
  Glen Burnie, MD
• 09/2023 → Present
  Rowhouse Financial Partners
  Glen Burnie, MD
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Columbia, MD
• 09/2025 → Present
  Cetera Investment Advisors
  Schaumburg, IL

Previous Registrations

• 2020-09-17 → 2025-09-08
  Avantax Advisory Services
  Glen Burnie, MD
  Dallas, TX
  Glen Burnie, MD
  Columbia, MD
• 2015-08-21 → 2020-06-30
  Carmichael Hill & Associates Inc
  Gaithersburg, MD
• 2012-08-08 → 2014-09-19
  Aci Group
  Chevy Chase, MD
• 2007-08-22 → 2012-06-18
  Afc Asset Management Services, Inc.
  Gaithersburg, MD

Other Businesses

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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-01-07
• S65 Uniform Investment Adviser Law Examination
  2007-08-21

Designations

• Certified Financial Planner

Other Names

• Jeff Grodsky
• Jeffrey Craig Grodsky
• Jeffrey Grodsky