Alan Gnoinski
Alan Gnoinski is a registered investment advisor at Cetera Investment Advisers LLC, based in Williamsville, NY, with 24 years of industry experience. Alan is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5920 Main Street, Williamsville, NY, 14221
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Regulatory History (2)
Customer Dispute
January 2020Customer Dispute
May 2004Other Business ActivitiesSells Insurance
Alan is an insurance agent selling approved insurance products through Avantax, dedicating a few hours per week to this. He is also a founding partner of Bearingstone Wealth, which takes nearly full-time hours, and is involved in several other business ventures including real estate, marketing, and a food truck.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
Next Financial Group, INC.Broker
Legend Equities CorporationBroker
Delta Equity Services CorporationBroker
State Registrations11 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.
Exams
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