GA
GA

Gregory Abdalla

12 Years of Experience
Maitland, FL
BrokerSells Insurance

Gregory Abdalla is a registered investment advisor at Cetera Investment Advisers LLC, based in Maitland, FL, with 12 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1750 N Maitland Ave, Maitland, FL, 32751

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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 ActivitiesSells Insurance

Gregory is an agent/broker for Evershore and The Enterprise Team, selling fixed insurance, dedicating a few hours per week to each. He also serves on the advisory board for Junior Achievement of Central Florida, and works as a notary public, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2023 - Present · 3 yrs
Cetera Wealth Services, LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2023 - Present · 3 yrs 1 mo
Previous Registrations
Securian Financial Services, INC.
December 2017 - August 2023 · 5 yrs 8 mos
Securian Financial Services, INC.Broker
December 2017 - August 2023 · 5 yrs 8 mos
Cetera Advisors LLC
March 2016 - November 2017 · 1 yr 8 mos
Cetera Advisors LLCBroker
March 2016 - November 2017 · 1 yr 8 mos
Suntrust Investment Services, INC.
May 2015 - March 2016 · 10 mos
Suntrust Investment Services, INC.Broker
April 2015 - March 2016 · 11 mos
Signator Financial Services, INC.
July 2014 - April 2015 · 9 mos
Signator Financial Services, INC.Broker
July 2014 - April 2015 · 9 mos
PNC Investments
May 2013 - July 2014 · 1 yr 2 mos
PNC InvestmentsBroker
March 2013 - July 2014 · 1 yr 4 mos
State Registrations28 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.
Gregory Abdalla - Financial Advisor | TrueAdvisor