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David Grumer, CPA

Partner

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, Hedgefund.net, On Wall Street, Hartford Business Journal, and other publications. Dave has also authored comments to the SEC and PCAOB on proposed regulations.
 
Affiliations
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.

Featured In

Mar 27, 2017

SEC Adopts Rule to Shorten Settlement Cycle on Securities Trades more

Feb 21, 2017

Blockchain Technology and the Securities Industry for Nontechnology Folks more

Jan 18, 2017

Exam Priorities January 2017 more

Nov 16, 2016

SEC Responds to SIFMA's Request for a Regulatory Relief more

Sep 18, 2015

CFTC Declares That Bitcoin is a Commodity more

Jun 17, 2014

New Reports Now Required for Broker-Dealers more

Aug 15, 2013

Partner David Grumer mentioned in Accounting Today more

Dec 21, 2010

Citrin Cooperman Granted License to Provide Offshore Auditing Services more


Events

Nov 01, 2016

Hot Topics for Financial and Operations Professionals more

Sep 20, 2016

SIFMA Education Seminar: Internal Audit and the Registered Investment Advisor more

May 03, 2016

New York Society of CPAs Broker/Dealer Conference more

Oct 07, 2015

Hot Topics for Financial and Operations Professionals more