GW
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Gregory Wolfe
31 Years of Experience
Brogue, PA
1 DisclosureBrokerSells Insurance
Gregory Wolfe is a registered investment advisor at Cetera Investment Advisers LLC, based in Brogue, PA, with 31 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location
2510 Delta Road, Brogue, PA, 17309
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Regulatory History (1)
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Employment Separation After Allegations
April 2015Other Business ActivitiesSells Insurance
Gregory works as an Investment Advisor II - VP at Orrstown Bank DBA Orrstown Financial Advisors, selling securities and insurance products. This activity takes Gregory full-time hours, including during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2024 - Present · 2 yrs 1 mo
Cetera Wealth Services, LLCBroker
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
LPL Financial LLC
November 2016 - September 2024 · 7 yrs 10 mos
LPL Financial LLCBroker
November 2016 - September 2024 · 7 yrs 10 mos
Cetera Advisor Networks LLCBroker
May 2015 - November 2016 · 1 yr 6 mos
Cetera Advisor Networks LLC
May 2015 - November 2016 · 1 yr 6 mos
Raymond James Financial Services Advisors, INC
January 2009 - April 2015 · 6 yrs 3 mos
Raymond James Financial Services, INC.Broker
June 2008 - April 2015 · 6 yrs 10 mos
Raymond James Financial Services
June 2008 - January 2009 · 7 mos
Primevest Financial Services, INC.
March 2008 - June 2008 · 3 mos
Primevest Financial Services, INC.Broker
February 2005 - June 2008 · 3 yrs 4 mos
M&t Securities, INC.Broker
May 2003 - February 2005 · 1 yr 9 mos
Allfirst Brokerage CorporationBroker
April 1995 - May 2003 · 8 yrs 1 mo
State Registrations7 states
CODEFLMDNYPAVA
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.