GB
CFP
GB
CFP

Gregory Bayer

39 Years of Experience
Fort Lauderdale, FL
3 DisclosuresBrokerSells Insurance

Gregory Bayer is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Fort Lauderdale, FL, with 39 years of industry experience. Gregory 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

Fort Lauderdale, FL

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2007
Denied
Customer Dispute
August 2006
Denied
Customer Dispute
December 2002
Settled
Other Business ActivitiesSells Insurance

Gregory is the owner/president of Take Five Management, LLC, a pass-through entity, and co-owner of 315 Titusville Properties and OG 8 Holdings, LLC (real estate). He is also an author and sells fixed annuities as an insurance agent, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2024 - Present · 2 yrs 5 mos
Cetera Advisors LLC
January 2005 - Present · 21 yrs 6 mos
Cetera Advisors LLCBroker
January 2005 - Present · 21 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
January 2021 - March 2024 · 3 yrs 2 mos
Multi-Financial Securities Corporation
September 2008 - December 2010 · 2 yrs 3 mos
American Express Financial Advisors INC.Broker
July 1986 - January 2005 · 18 yrs 6 mos
Ids Life Insurance CompanyBroker
July 1986 - February 1998 · 11 yrs 7 mos
State Registrations15 states
ALAZCTDEFLLAMANCNJNYOHPASCTNVA
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.