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Gregory Lewis
22 Years of Experience
El Segundo, CA
Broker
Gregory Lewis is a registered investment advisor at Cetera Investment Advisers LLC, based in El Segundo, CA, with 22 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
2301 Rosecrans Ave #5100, El Segundo, CA, 90245
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2023 - Present · 3 yrs 2 mos
Cetera Advisors LLC
December 2021 - Present · 4 yrs 5 mos
Cetera Financial Specialists LLC
December 2021 - Present · 4 yrs 5 mos
Cetera Wealth Services, LLC
December 2021 - Present · 4 yrs 5 mos
Cetera Investment Services LLC
December 2021 - Present · 4 yrs 5 mos
Cetera Advisors LLCBroker
December 2021 - Present · 4 yrs 5 mos
Cetera Financial Specialists LLCBroker
December 2021 - Present · 4 yrs 5 mos
Cetera Investment Services LLCBroker
December 2021 - Present · 4 yrs 5 mos
Cetera Wealth Services, LLCBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
December 2021 - June 2023 · 1 yr 6 mos
First Allied Securities, INC.Broker
December 2021 - September 2022 · 9 mos
Cambridge Investment Research Advisors, INC.
May 2016 - September 2021 · 5 yrs 4 mos
Cambridge Investment Research, INC.Broker
May 2016 - September 2021 · 5 yrs 4 mos
Ameriprise Financial Services, INC.
January 2016 - May 2016 · 4 mos
Ameriprise Financial Services, INC.Broker
January 2016 - May 2016 · 4 mos
Cambridge Investment Research Advisors, INC.
May 2014 - December 2015 · 1 yr 7 mos
Cambridge Investment Research, INC.Broker
April 2014 - December 2015 · 1 yr 8 mos
Transamerica Financial Advisors, INCBroker
July 2013 - April 2014 · 9 mos
Transamerica Financial Advisors, INC.
July 2013 - April 2014 · 9 mos
Wells Fargo Advisors, LLC
June 2013 - July 2013 · 1 mo
Wells Fargo Advisors, LLCBroker
June 2013 - July 2013 · 1 mo
MML Investors Services, LLC
May 2009 - February 2013 · 3 yrs 9 mos
MML Investors Services, LLCBroker
May 2008 - February 2013 · 4 yrs 9 mos
Cambridge Investment Research, INC.Broker
February 2008 - April 2008 · 2 mos
Wachovia Securities, LLCBroker
July 2007 - January 2008 · 6 mos
Cambridge Investment Research, INC.Broker
February 2006 - June 2007 · 1 yr 4 mos
Wachovia Securities, LLCBroker
February 2004 - February 2006 · 2 yrs
Ncf Financial Services, INC.Broker
February 2003 - November 2003 · 9 mos
Ascend Financial Services, INC.Broker
September 2000 - February 2001 · 5 mos
State Registrations2 states
CAGA
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.