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Gail Segal Elmore

Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
4 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

16 years in the industry.

  1. Cetera Investment Advisers LLCDec 2025 to now
  2. Wexya LLCSep 2021 to now
  3. Gse Advisors LLCOct 2012 to now
  4. Osaic Wealth, Inc.Oct 2024 to Dec 2025
  5. American Portfolios Advisors, Inc.Mar 2023 to Oct 2024
  6. Principle Asset Management LLCDec 2010 to Jan 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 4 states (CO, FL, MD, NY).

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
5849401
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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