Gregory J. Leone
Investment adviser representative at Cetera Investment Advisers LLC
18 yearsExperience
3 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
18 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Georgetown Financial GroupDec 2018 to now
- GFG Retirement SolutionsJan 2018 to now
- Cetera Wealth Services, LLCSep 2013 to now
- Frank Crystal & CoDec 2008 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 3 states (CT, PA, TX).
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
- 4477529
- Firm CRD
- 105644