George Klueg
George Klueg is a registered investment advisor at Cetera Investment Advisers LLC, based in Melville, NY, with 26 years of industry experience. George 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
One Huntington Quadrangle, Suite 3N18, Melville, NY, 11747
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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
George is involved in several outside business activities, including tax preparation through George L. Klueg, CPA PC and Klueg, Filippone & Co. CPAs LLP, and accounting through Buonanno Klueg Rothmaler CPAs LLP. He also manages investments and insurance through GLK Wealth Management, serves as a trustee for client trusts, and is treasurer for both Bull Calf Landing HOA and Huntington Baptist Church.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations10 states
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