Gregory
Drozdow

Certior Financial Group, LLC

CRD#6082474
Investment Advisor
in King Of Prussia, PA

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About this Advisor

Gregory Drozdow is a financial advisor operating in King Of Prussia, Pennsylvania, with 2 years of relevant experience. Drozdow works at Certior Financial Group, LLC. Over the course of their career, Drozdow has held roles at Ing Financial Partners, Inc, Mcadam Financial Group, Mcadam LLC, Purshe Kaplan Sterling Investments, Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, Pruco Securities, LLC, Prudential Insurance Company Of America and Certior Financial Group. Drozdow has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in New York and Pennsylvania. Certior Financial Group, LLC is an advisory firm operating out of King Of Prussia, PA. The firm has a total of 10 people on staff. It oversees $240 million in assets between its 1,243 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,243 customer accounts, 36% are held by high-net-worth individuals who have greater than $1 million in investable assets. Certior Financial Group, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules vary depending on which services are offered. Fee types charged by Certior Financial Group, LLC may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2000 Valley Forge Circle Suite 104
King Of Prussia, PA 19406

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Certior Financial Group, LLC Brokerage Details

Total Assets Under Management

$240,401,702

PA Average: $15,833,994,310
Total Number of Employees

10

PA Average: 41
Total Number of Accounts

1,243

PA Average: 3,342
Average Account Size

$193,404

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Gregory Drozdow Work History

Gregory has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Certior Financial Group

2018 - 2021 (3 years)

Pruco Securities, LLC

2018 - 2021 (3 years)

Prudential Insurance Company Of America

2015 - 2018 (3 years)

Penn Mutual Life Insurance Co

2015 - 2018 (3 years)

Hornor Townsend & Kent Inc

2014 - 2015 (1 year)

Mcadam LLC

2014 - 2015 (1 year)

Purshe Kaplan Sterling Investments

2012 - 2014 (2 years)

Ing Financial Partners, Inc

2012 - 2014 (2 years)

Mcadam Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gregory Drozdow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Certior Financial Group, LLC

Gregory Drozdow
King Of Prussia, PA
Elizabeth Shamir
Norristown, PA
Patrick Hansen
King Of Prussia, PA
Gary Gallagher
King Of Prussia, PA
Adam Peltzman
Norristown, PA
Avi Kantor
King Of Prussia, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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