Carlton Barry Greene
Investment adviser representative at Cetera Investment Advisers LLC
12 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
12 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Msc Industrial SupplyDec 2021 to now
- Avantax Advisory ServicesNov 2024 to Sep 2025
- Avantax Investment Services IncNov 2024 to Sep 2025
- UnemployedMay 2021 to Dec 2021
- TeslaSep 2020 to Apr 2021
- Diamond ResortsJun 2019 to Aug 2020
- TeslaOct 2018 to Mar 2019
- Penske Truck LeasingJun 2017 to Oct 2018
- Full Time StudentAug 2014 to Dec 2019
- Eldorado Resorts, IncJan 2014 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 7989984
- Firm CRD
- 105644