GK
CFP
GK
CFP

Gregory Kearney

26 Years of Experience
Lewes, DE
1 DisclosureBroker

Gregory Kearney is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lewes, DE, with 26 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2020
Settled
Other Business Activities

Gregory operates under two DBAs, Webster Investment Services, Inc. and Webster Investments, for his LPL business. These activities are investment-related.

Employment History
Current Registrations
Cetera Investment Services LLCBroker
November 2025 - Present · 6 mos
Cetera Investment Advisers LLC
November 2025 - Present · 6 mos
Previous Registrations
LPL Financial LLCBroker
October 2011 - December 2025 · 14 yrs 2 mos
LPL Financial LLC
October 2011 - December 2025 · 14 yrs 2 mos
LPL Financial Corporation
January 2008 - May 2010 · 2 yrs 4 mos
Uvest Financial Services Group, INC.
February 2007 - October 2011 · 4 yrs 8 mos
Uvest Financial Services Group, INC.Broker
February 2007 - October 2011 · 4 yrs 8 mos
Webster Investment Services, INC
September 2003 - February 2007 · 3 yrs 5 mos
Quick & Reilly, INC.
September 2003 - September 2003 · 0 mos
Webster Investment Services, INC.Broker
August 2003 - February 2007 · 3 yrs 6 mos
Quick & Reilly, INC.Broker
May 2003 - September 2003 · 4 mos
Essex National Securities, INC.Broker
October 2000 - April 2003 · 2 yrs 6 mos
AXA Advisors, LLCBroker
June 1999 - October 2000 · 1 yr 4 mos
The Equitable Life Assurance Society of the United StatesBroker
June 1999 - January 2000 · 7 mos
State Registrations14 states
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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 Kearney - Financial Advisor | TrueAdvisor