Gregory Leone
Gregory Leone is a registered investment advisor at Cetera Investment Advisers LLC, based in Georgetown, CT, with 21 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
73 Redding Rd, Georgetown, CT, 06829
Get directionsHistory
Regulatory History (1)
Criminal
July 1990Other Business ActivitiesSells Insurance
Gregory is an insurance agent selling various insurance products including life, accident, health, disability, annuities, and long-term care. He also serves as a director for GFG Retirement Solutions and a financial professional for Georgetown Financial Group, both DBAs for financial services; these activities each take a full-time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Tower Square Securities, INC.Broker
J. Alden Associates, INC.Broker
First Heartland Capital, INC.Broker
Clark Securities, INC.Broker
Newport Group Securities, INC.Broker
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.