GL
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George Lang
25 Years of Experience
Locust Valley, NY
1 DisclosureBroker
George Lang is a registered investment advisor at Cetera Investment Advisers LLC, based in Locust Valley, NY, with 25 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Locust Valley, NY
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2012Denied
Other Business Activities
George serves as an executor, collecting and distributing assets. He also owns George A Lang CPA, providing accounting and tax preparation services, dedicating about a third of his time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
August 2021 - September 2025 · 4 yrs 1 mo
Avantax Investment Services, INC.Broker
February 2003 - September 2025 · 22 yrs 7 mos
Sentra Securities CorporationBroker
July 2000 - January 2003 · 2 yrs 6 mos
State Registrations3 states
NVNYVA
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.