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Gregory Chebuske

30 Years of Experience
Fairfield, NJ
BrokerSells Insurance

Gregory Chebuske is a registered investment advisor at Kestra Advisory Services, LLC, based in Fairfield, NJ, with 30 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1421 advisors
Number of Clients
97,702 clients
Average Client Portfolio
$616K average
Assets Under Management
$60.2B

Fee Structure

Minimum Investment:$5K

Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.

Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.

There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.

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Location

375 Passaic Ave, Fairfield, NJ, 07004

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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

Gregory sells insurance products and provides educational courses, dedicating a few hours per week to each. He also works as an investment advisor representative for Kestra Advisory Services, LLC and US Financial Services LLC, spending nearly full-time on these activities.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2016 - Present · 10 yrs 3 mos
Kestra Investment Services, LLCBroker
January 2010 - Present · 16 yrs 6 mos
Previous Registrations
NFP Advisor Services, LLC
January 2010 - September 2016 · 6 yrs 8 mos
Sii Investments, INC.
August 2004 - December 2009 · 5 yrs 4 mos
Sii Investments, INC.Broker
April 2001 - December 2009 · 8 yrs 8 mos
New England SecuritiesBroker
March 1995 - April 2001 · 6 yrs 1 mo
State Registrations18 states
AZCACTDEFLGAKYLAMAMINCNJNVNYOHPASCVA
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.
Gregory Chebuske - Financial Advisor | TrueAdvisor