Gregory Robert Masone
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Gregory-matthew Wealth Management & Retirement Planning, Inc.Aug 2020 to now
- Avantax Advisory ServicesFeb 2024 to Sep 2025
- Avantax Insurance Agency, LLCFeb 2024 to Sep 2025
- Avantax Investment Services Inc.Feb 2024 to Sep 2025
- American Portfolios Advisors, IncDec 2020 to Feb 2024
- American Portfolios Financial Services, Inc.Aug 2020 to Feb 2024
- Marra & Glick AbaSep 2018 to Aug 2020
- Nassau Health Care FoundationFeb 2018 to Sep 2018
- Northwell HealthJan 2017 to Feb 2018
- Docs4adayApr 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 6494486
- Firm CRD
- 105644