Gregory Barcello
Gregory Barcello is a registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 33 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
Firm Size
IM Fee
Assets Under Management
Location
Houston, TX
Get directionsHistory
Regulatory History (3)
Judgment / Lien
January 2025Judgment / Lien
June 2024Judgment / Lien
October 2023Other Business ActivitiesSells Insurance
Gregory is a billing agent for Huntwick Civic Association, dedicating minimal time. He is also an independent insurance agent selling fixed annuities, life, accident, health, and long-term care insurance, while also owning BRAC All-Weather Management, LLC, an entity used for commissions and expenses.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
First Montauk Securities CORP.Broker
State Registrations12 states
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.