Gregory Dean Lewis
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Gregory Dean Lewis? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cetera Investment Advisers LLCMar 2023 to now
- Cetera Advisors LLCSep 2021 to now
- Cetera Financial Specialists LLCSep 2021 to now
- Cetera Investment Services LLCSep 2021 to now
- Cetera Wealth Services, LLCSep 2021 to now
- First Allied Securities IncSep 2021 to Sep 2022
- Cambridge Investment Research Advisors, Inc.May 2016 to Sep 2021
- Cambridge Investment Research, Inc.May 2016 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (GA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4201957
- Firm CRD
- 105644