SPECIALISTS

Dave Grumer

Consultant, Citrin Cooperman Advisors LLC

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.”

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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.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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