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David Grumer, CPA


David Grumer is a partner with more than 30 years of experience providing business consulting, tax, and audit services. A leading member of the firm’s Financial Services Industry Practice, he advises clients primarily in the financial services industry, including registered investment advisors, registered brokers and dealers, and various investment companies. He also works with clients in the entertainment industry.
Dave was 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. Dave 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 identifying tax savings opportunities.
Presentation and Publications
Dave speaks at SIFMA and events offered by the Stock Brokerage Accounting Committee of the NYSSCPAs. He is a frequent author and media resource for Accounting Today,, On Wall Street, Hartford Business Journal, and other publications. Dave has also authored comments to the SEC and PCAOB on proposed regulations.
Dave is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA), where he chaired and continues to serve the Stock Brokerage Accounting Committee. He is also a member of the Securities Industry and Financial Markets Association’s (SIFMA) Financial Management and Internal Audit Societies. In addition, he has served as a member of the United Way of Nassau-Suffolk’s Allocation Committee and has held the positions of Officer, Treasurer, and Board Member of his Synagogue.
Education & Licenses
Dave earned his Bachelor’s Degree in Public Accounting from the Bernard M. Baruch College of the City University of New York. He is a Certified Public Accountant in the State of New York.

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