Grace Ruth Pattison

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

• 01/1993 → Present
  G. Pattison Cpa
  Kissimmee, FL
• 10/2005 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 01/2010 → Present
  All Accounting Services & Taxes Inc
  Kissimmee, FL
• 01/2017 → Present
  Cetera Investment Advisers, Llc
  Schaumburg, IL

Other Businesses

1)G PATTISON CPA; NOT INVESTMENT RELATED; ACCOUNTING, PREPARE TAX RETURNS, PROVIDE PAYROLL AND BOOKKEEING SERVICES,; CPA OWNER; SD:8/88; ALL; 50HR WORK WEEK; NO PARTNERSHIP. KISSIMMEE, FL: 2) ALL ACCOUNTING SERVICES & TAXES, INC; NOT INV REL; KISSIMMEE, FL; TAXES AND ACCOUNTING; PRESIDENT; START DATE 1/1/2010; 20 HRS/MTH: 3) NAME OF OTHER BUSINESS: DECORATIVE PAINTERS OF CENTRAL FLORIDA INC; INVESTMENT RELATED: NO; ADDRESS: 306 WEST OAK ST KISSIMMEE, FL 34741 NATURE OF BUSINESS: ART CLASSES; START DATE: 05/2023; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES:OVERSEE CLASS SCHEDULES AND RULES OF ORDER;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-18

Other Names

• Grace Ruth Reilly
• Grace Ruth Klosek