CA
CA

Chad Alevras

19 Years of Experience
Greenwood Village, CO
Broker

Chad Alevras is a registered investment advisor at Cetera Investment Advisers LLC, based in Greenwood Village, CO, with 19 years of industry experience. Chad 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

5299 Dtc Blvd, Suite 800, Greenwood Village, CO, 80111

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History

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.

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Other Business Activities

Chad is the 100% owner of Gregory and Associates LLC, doing business as Cetera Business.

Employment History
Current Registrations
Cetera Investment Services LLCBroker
June 2024 - Present · 1 yr 11 mos
Cetera Investment Advisers LLC
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Osaic Fa, INC.
August 2009 - June 2024 · 14 yrs 10 mos
Osaic Fa, INC.Broker
August 2009 - June 2024 · 14 yrs 10 mos
Hornor, Townsend & Kent, INC.
December 2008 - September 2009 · 9 mos
Hornor, Townsend & Kent, INC.Broker
July 2008 - September 2009 · 1 yr 2 mos
Metlife Securities INC.Broker
November 2005 - July 2006 · 8 mos
Metlife Securities INC.
November 2005 - July 2006 · 8 mos
Metropolitan Life Insurance CompanyBroker
November 2005 - July 2006 · 8 mos
Citistreet Financial Services LLC
March 2005 - December 2005 · 9 mos
Citistreet Equities LLCBroker
January 2005 - December 2005 · 11 mos
State Registrations17 states
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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.
Chad Alevras - Financial Advisor | TrueAdvisor