Certior Financial Group, LLC

Certior Financial Group, LLC (CRD# 285502) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $363,862,446 in 1,698 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
20104 Valley Forge Circle, King Of Prussia, PA 19406
https://www.twitter.com/gregdrozdow
By the Numbers
  • Total Assets Under Management
    364
    MILLION
  • Total Number of Accounts
    1,698
    ACCOUNTS
  • Average Account Value
    $214,289
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, MA, NJ, NY, PA, SC, TX, WY

Financial Advisors at Certior Financial Group, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Gregory Drozdow, financial advisor King Of Prussia PA
Gregory C. Drozdow
CRD#: 6082474
20104 Valley Forge Circle, King Of Prussia, PA 19406

Gregory Drozdow (CRD# 6082474) is an Investment Advisor Representative working at Certior Financial Group, LLC in King Of Prussia, PA and has over 11 years of experience in the finance industry.

2
Gary Gallagher, financial advisor King Of Prussia PA
Gary P. Gallagher
CRD#: 5745751
20104 Valley Forge Circle, King Of Prussia, PA 19406

Gary Gallagher (CRD# 5745751) is an Investment Advisor Representative working at Certior Financial Group, LLC in King Of Prussia, PA and has over 14 years of experience in the finance industry.

3
Patrick Hansen, financial advisor King Of Prussia PA
Patrick K. Hansen
CRD#: 5750026
20104 Valley Forge Circle, King Of Prussia, PA 19406

Patrick Hansen (CRD# 5750026) is an Investment Advisor Representative working at Certior Financial Group, LLC in King Of Prussia, PA and has over 13 years of experience in the finance industry.

4
Avi Kantor, financial advisor King Of Prussia PA
Avi N. Kantor
CRD#: 2203133
20104 Valley Forge Circle, King Of Prussia, PA 19406

Avi Kantor (CRD# 2203133) is an Investment Advisor Representative working at Certior Financial Group, LLC in King Of Prussia, PA and has over 25 years of experience in the finance industry.

5
Adam Peltzman, financial advisor East Norriton PA
Adam S. Peltzman
CRD#: 4035058
2006 Dekalb Pike, East Norriton, PA 19401

Adam Peltzman (CRD# 4035058) is an Investment Advisor Representative working at Certior Financial Group, LLC in East Norriton, PA and has over 23 years of experience in the finance industry.

6
Elizabeth Shamir, financial advisor East Norriton PA
Elizabeth M. Shamir
CRD#: 1557600
2006 Dekalb Pike, East Norriton, PA 19401

Elizabeth Shamir (CRD# 1557600) is an Investment Advisor Representative working at Certior Financial Group, LLC in East Norriton, PA and has over 26 years of experience in the finance industry.

7
Kristen Voigtsberger, financial advisor King Of Prussia PA
Kristen Voigtsberger
CRD#: 1692945
20104 Valley Forge Circle, King Of Prussia, PA 19406

Kristen Voigtsberger (CRD# 1692945) is an Investment Advisor Representative working at Certior Financial Group, LLC in King Of Prussia, PA and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals