MG
MG

Mark Gregoreski

33 Years of Experience
Independence, OH
BrokerSells Insurance

Mark Gregoreski is a registered investment advisor at Cetera Investment Advisers LLC, based in Independence, OH, with 33 years of industry experience. Mark 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

4807 Rockside Rd Suite 330, Independence, OH, 44131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark operates under the DBA Verus Financial, providing insurance, securities, and advisory services. This investment-related activity takes up a full-time commitment.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
April 2025 - Present · 1 yr 5 mos
Cetera Investment Advisers LLC
April 2025 - Present · 1 yr 5 mos
Previous Registrations
Next Financial Group, INC.
December 2008 - April 2025 · 16 yrs 4 mos
Next Financial Group, INC.Broker
December 2008 - April 2025 · 16 yrs 4 mos
Aig Financial Advisors, INC.Broker
October 2005 - December 2008 · 3 yrs 2 mos
Aig Financial Advisors, INC.
October 2005 - December 2008 · 3 yrs 2 mos
Sunamerica Securities, INC.
February 2003 - October 2005 · 2 yrs 8 mos
Sunamerica Securities, INC.Broker
October 1998 - October 2005 · 7 yrs
Corporate Securities Group, INC.Broker
October 1995 - November 1998 · 3 yrs 1 mo
Euro-Atlantic Securities INC.Broker
May 1992 - October 1995 · 3 yrs 5 mos
State Registrations20 states
AKAZCOCTFLGAILKYMDMIMTNCNYOHORPASCTNTXVA
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.