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Bennett Greely

3 Years of Experience
Las Vegas, NV
BrokerSells Insurance

Bennett Greely is a registered investment advisor, based in Las Vegas, NV, with 3 years of industry experience.

Location

340 E Warm Springs Road, Suite 110, Las Vegas, NV, 89119

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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

Bennett works as a Client Services Associate at Legacy Capital Advisors, a financial advisory firm, and owns Eclipse Capital LLC, a DBA for his wealth management practice. He is also an insurance agent with Avantax Insurance Agency, dedicating minimal time to selling various insurance products and indexed annuities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
April 2023 - September 2025 · 2 yrs 5 mos
Avantax Investment Services, INC.Broker
February 2023 - September 2025 · 2 yrs 7 mos
State Registrations13 states
ALCAFLGAILINKSKYLANCNVPATX
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.
Bennett Greely - Financial Advisor | TrueAdvisor