Gregory Lewis
Gregory Lewis is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Kenmore, NY, with 25 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
15 Lasalle Ave, Ste 102, Kenmore, NY, 14217
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 works as a tax consultant for Nicastro Accounting Services, spending about 25 hours per week. He also sells United Healthcare Medicare Supplement and other health insurance products, dedicating a few hours per week, and services a Lincoln Life policy. Gregory is also an owner and financial advisor for Independent Retirement Advisors of New York, spending up to a quarter of his time, and co-treasurer for Pine Grove Beach Association, spending minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
AXA Advisors, LLCBroker
State Registrations9 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.