Gregory Allen Stapleton
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
2 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
13 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Epic Trust Investment Advisors LLC dba Epic Private WealthApr 2024 to now
- Avantax Advisory ServicesJul 2025 to Sep 2025
- Avantax Insurance Agency, LLCJul 2025 to Sep 2025
- Epic Private WealthApr 2024 to Jul 2025
- Gesa Credit UnionDec 2023 to Apr 2024
- Hmis (hanford Mission Integration Solutions)Dec 2021 to Dec 2023
- Isoray Medical, Inc.Oct 2019 to Dec 2021
- UnemployedJul 2019 to Sep 2019
- Monson Wealth Management, Inc.Aug 2018 to Jun 2019
- Epic Trust Investment Advisors LLCFeb 2018 to Aug 2018
- Allpro, Inc.Jan 2018 to Feb 2018
- The Ivy ApartmentsMar 2015 to Dec 2017
- Brigham Young University-idahoJan 2012 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 6936911
- Firm CRD
- 105644