Gregory Karels
Gregory Karels is a registered investment advisor at Cetera Investment Advisers LLC, based in Hilton Head, SC, with 31 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
Hilton Head, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory operates as a financial advisor and owner under the DBA The Karels Group, which is investment-related. This takes nearly full-time hours during securities trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Legacy Advisory Services, INC.
Legacy Financial Services, INC.Broker
Securities America Advisors INC
Securities America, INC.Broker
Legacy Financial Services, INC.Broker
1717 Capital Management CompanyBroker
MML Investors Services, INC.Broker
Sun Investment Services CompanyBroker
State Registrations4 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.