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Greg Barishman

42 Years of Experience
Lido Beach, NY
1 DisclosureBroker

Greg Barishman is a registered investment advisor at Cetera Investment Advisers LLC, based in Lido Beach, NY, with 42 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Lido Beach, NY

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History

Regulatory History (1)
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Judgment / Lien
June 2025
Other Business Activities

Greg is an employee of G.B. Andrews, LLC, a logistics company, since November 2024. He spends a few hours per week monitoring truck drivers.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
July 2005 - Present · 20 yrs 10 mos
Previous Registrations
Cetera Advisors LLC
March 2021 - March 2024 · 3 yrs
J.P. Turner & Company, L.L.C.Broker
March 2002 - July 2005 · 3 yrs 4 mos
Global Capital Securities CorporationBroker
January 2001 - March 2002 · 1 yr 2 mos
Global Capital Markets, LLCBroker
June 1997 - January 2001 · 3 yrs 7 mos
First Montauk Securities CORP.Broker
February 1997 - June 1997 · 4 mos
Toluca Pacific Securities CORP.Broker
October 1995 - February 1997 · 1 yr 4 mos
Greenway Capital CORP.Broker
October 1992 - November 1995 · 3 yrs 1 mo
Norcross Securities, INC.Broker
March 1992 - October 1992 · 7 mos
Cenpac Securities CORP.Broker
February 1991 - February 1992 · 1 yr
Financial Equities Resources, INC.Broker
February 1990 - March 1991 · 1 yr 1 mo
Bailey, Martin & Appel, INC.Broker
October 1988 - March 1990 · 1 yr 5 mos
R.C. Stamm & CO., INC.Broker
July 1988 - October 1988 · 3 mos
Paragon Capital CorporationBroker
March 1988 - July 1988 · 4 mos
Beuret & Company, LTD.Broker
September 1987 - May 1988 · 8 mos
Prescott, Ball & Turben, INC.Broker
January 1987 - September 1987 · 8 mos
Rooney, Pace INC.Broker
April 1985 - June 1986 · 1 yr 2 mos
D. H. Blair & CO., INC.Broker
August 1984 - April 1985 · 8 mos
Moore & Schley, Cameron & CO.Broker
May 1983 - August 1984 · 1 yr 3 mos
Shearson Loeb Rhoades INC.Broker
December 1981 - March 1982 · 3 mos
Oppenheimer & CO., INC.Broker
October 1981 - December 1981 · 2 mos
State Registrations9 states
COFLINMAMINCNYOHUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.