NEW YORK: T: (212) 697-1000
Experience
Dave Grumer is a consultant with more than 30 years of experience providing business consulting, tax, and audit services. He advises clients primarily in the financial services industry, including registered investment advisors, registered brokers and dealers, and various investment companies.
Dave was previously a partner of Kaufmann, Gallucci & Grumer, LLP, which joined Citrin Cooperman in 2007.
Dave has a deep expertise working in the financial services industry. Staying abreast of the latest developments in accounting, taxation, and compliance, he helps clients with all facets of their financial statement and reporting needs, especially in regards to securities industry compliance. He also helps clients in preparing for new regulatory matters that arise and plan for new financial service business opportunities, and consults on how to improve efficiency and identify tax savings opportunities.
CREDENTIALS
Education
Bachelor’s Degree, Bernard M. Baruch College of the City University of New York
Licenses
Certified Public Accountant in the State of New York
Presentations & Publications
Author, "Registered Broker-Dealer: Measurement of Credit Losses on Financial Instruments"
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Chair, New York State Society of Certified Public Accountants (NYSSCPA)
- Stock Brokerage Accounting Committee
Member, Securities Industry and Financial Markets Association’s (SIFMA) Financial Management and Internal Audit Societies
WORK-LIFE BALANCE
Community Involvement
Dave is a member of the United Way of Nassau-Suffolk’s Allocation Committee and has held officer, treasurer, and board member positions at his Synagogue.
Get in touch with Dave Grumer today.
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“When I help a client solve a problem or plan for the future, I've had a great day.”
Get in touch with Dave Grumer today.
Fill out the form below to get in direct contact with Dave Grumer and start your personalized consultation journey.