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James Gryta

Cetera Investment Advisers LLC

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About James Gryta

James Gryta is a financial professional with over 10 years of experience in the financial services industry. James is currently registered with Cetera Investment Advisers LLC. James previously worked with a number of other financial firms including Avatar Securities, LLC, Koyote Trading LLC, Schottenfeld Group LLC, Assent LLC and Andover Brokerage, L.L.C. James is a Series 7, 7TO, 55, and SIE licensed representative and holds the Series 66 Uniform Combined State Law Examination. James is a Registered Investment Advisor in New Jersey. James specializes in providing a range of services to individuals, businesses, corporations, pension plans, insurance companies, and charitable organizations.

Firm Information

James Gryta is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

30 BROAD STREET STE. 2

RED BANK, NJ 07701

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Gryta’s Registration & Firm History

NJ

03/21/2024 - Present

Cetera Investment Advisers LLC (RED BANK NJ)

NY

05/16/2011 - 02/22/2012

AVATAR SECURITIES, LLC (NEW YORK NY)

NY

08/03/2009 - 04/06/2011

KOYOTE TRADING LLC (NEW YORK NY)

NY

07/16/2009 - 10/08/2009

SCHOTTENFELD GROUP LLC (NEW YORK NY)

NY

01/14/2008 - 05/05/2009

SCHOTTENFELD GROUP LLC (NEW YORK NY)

NJ

03/03/2003 - 01/11/2008

ASSENT LLC (EDISON NJ)

NY

09/27/2002 - 03/03/2003

ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)

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Licenses & Designations

BOTH

Issued 10/30/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 9/11/2023

Series 7TO - General Securities Representative Examination

BC

Issued 9/8/2023

SIE - Securities Industry Essentials Examination

BC

Issued 11/6/2002

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 9/26/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Gryta.
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