Logan Grom

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

• 05/2024 → 06/2025
  Smart Cents Wealth Management Llc
  Nazareth, PA
• 08/2023 → 05/2024
  St. John Fisher University
  Rochester, NY
• 05/2023 → 08/2023
  Lehigh Valley Investment Group
  Bethlehem, PA
• 01/2023 → 04/2023
  St. John Fisher University
  Rochester, NY
• 09/2022 → 12/2022
  Northwestern Mutual
  Pittsford, NY
• 05/2022 → 08/2022
  Enterprise Rent A Car
  Allentown, PA
• 09/2020 → 05/2022
  St. John Fisher University
  Rochester, NY
• 09/2016 → 05/2020
  Nazareth Area High School
  Nazareth, PA
• 06/2020 → 08/2020
  Unemployed
  Bath, PA
• 06/2024 → 09/2025
  Avantax Investment Services Inc.
  Nazareth, PA
• 06/2024 → 09/2025
  Avantax Advisory Services
  Nazareth, PA
• 06/2024 → 06/2025
  Avantax Insurance Agency, Llc
  Nazareth, PA
• 05/2024 → 06/2025
  Smart Cents Wealth Management Llc
  Nazareth, PA
• 07/2025 → Present
  Financial Strategies & Designs Inc
  Allentown, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Allentown, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-07-08 → 2025-09-05
  Avantax Advisory Services
  Allentown, PA
  Dallas, TX
  Nazareth, PA

Other Businesses

1)FINANCIAL STRATEGIES & DESIGNS INC POSITION: Financial Advisor NATURE: Wealth Management, Tax Planning and Preparation for individuals, Retirement Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 07/01/2025 ADDRESS: Two Windsor Plaza 7540 Windsor Drive Suite 110, Allentown PA 18195, United States DESCRIPTION: Opening customer accounts, admin tasks, advising mine or the firms clients on financial matters, answering the phone, filing paperwork, and tax preparation

Exams

• S66 Uniform Combined State Law Examination
  2023-11-07