Blake Greer is a registered investment advisor, based in Fulshear, TX, with 23 years of industry experience.
Location
Fulshear, TX
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Regulatory History
Clean regulatory record
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
Blake operates Greer Wealth Management as an advisor and owner for securities and insurance-related business. This takes about three-quarters of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
May 2013 - February 2025 · 11 yrs 9 mos
Concourse Financial Group Securities, INC.Broker
May 2013 - February 2025 · 11 yrs 9 mos
Sws Financial Services, INC.
January 2011 - May 2013 · 2 yrs 4 mos
Sws Financial Services, INC.Broker
January 2011 - May 2013 · 2 yrs 4 mos
Realty Capital Securities, LLCBroker
March 2009 - December 2010 · 1 yr 9 mos
Amreit Securities CompanyBroker
June 2008 - February 2009 · 8 mos
Morgan Stanley & CO. Incorporated
April 2007 - May 2008 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - May 2008 · 1 yr 1 mo
Morgan Stanley
July 2003 - April 2007 · 3 yrs 9 mos
Morgan Stanley Dw INC.Broker
July 2003 - April 2007 · 3 yrs 9 mos
Morgan Stanley
December 2002 - July 2003 · 7 mos
Morgan Stanley Dw INC.Broker
July 2002 - July 2003 · 1 yr
State Registrations3 states
ALLATX
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.