Mark Anthony Grunder

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

• 12/2015 → 02/2020
  Bbtis
  Charlotte, NC
• 12/2015 → 01/2019
  Bb&T
  Prussia, PA
• 01/2018 → 02/2020
  Bb&T Securities, Llc
  Richmond, VA
• 01/2019 → 02/2020
  Bb&T
  Baltimore, MD
• 01/2022 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 01/2022 → Present
  First National Bank Of Pa
  Baltimore, MD
• 01/2022 → Present
  Cetera Investment Advisors Llc
  Baltimore, MD
• 02/2020 → 01/2022
  Sandy Springs Bank
  Baltimore, DC

Previous Registrations

• 2018-01-02 → 2020-02-18
  Bb&T Securities, Llc
  King Of Prussia, PA
  Charlotte, NC
  Baltimore, MD
• 2016-02-01 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  King Of Prussia, PA
  West Chester, PA
  King Of Prussia, PA
• 2007-04-05 → 2008-01-02
  First Horizon Advisors, Inc.
  Timonium, MD
• 2005-01-10 → 2007-03-26
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Charlotte, NC
  Baltimore, MD
• 2003-06-20 → 2004-12-14
  M&T Securities, Inc.
  Cheektowaga, NY
• 2002-11-22 → 2003-04-23
  Truist Investment Services, Inc.
  Bethesda, MD

Other Businesses

MARKET EXECUTIVE AT FNB WEALTH MANAGEMENT

Exams

• S66 Uniform Combined State Law Examination
  2002-11-20
• S65 Uniform Investment Adviser Law Examination
  1994-05-17
• S63 Uniform Securities Agent State Law Examination
  1994-05-13

Designations

• Certified Financial Planner

Other Names

• Mark A Grunder