Gregory Berlin
Gregory Berlin is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mayfield, OH, 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
Firm Size
IM Fee
Assets Under Management
Location
5885 Landerbrook Dr Ste #304, Mayfield, OH, 44124
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is a violin and viola teacher, VP Financial Advisor for Oasis Asset Management Group Inc, treasurer for Broadway School of Music, and a speaker for Balancing Life Issues. He also owns GMEA Corp and receives insurance residuals on existing life/health insurance policies.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
B. Riley Wealth Advisors, INC.
B. Riley Wealth ManagementBroker
B Riley Wealth Management
Capital Securities of America, INC.
Capital Securities of America, INC.Broker
Advest, INC.
Advest, INC.Broker
State Registrations24 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.