Gregg Lapenta
Gregg Lapenta is a registered investment advisor at Cetera Investment Advisers LLC, based in Reno, NV, with 23 years of industry experience. Gregg 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
6745 Sierra Center Parkway, Reno, NV, 89511
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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
Gregg is an insurance agent selling life, health, disability, annuities, and long-term care insurance since 2018. He also works as a financial advisor on credit union premises, dedicating full-time hours to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations19 states
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