Gregory Wilt is a CFP-designated registered investment advisor, based in Manlius, NY, with 15 years of industry experience.
Location
320 Fayette St, Manlius, NY, 13104
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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
Gregory is involved in several business activities, including real estate rental and management, insurance sales (group benefits, Medicare, life, disability, and long-term care), accounting/bookkeeping, and tax preparation. He spends nearly full-time hours on his CPA practice.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations20 states
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