George Gary Elkin

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2001 → 08/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 08/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2009-11-10 → 2024-09-10
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. NAME OF OTHER BUSINESS: NORTH RIDGE WEALTH PLANNING INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES DBA START DATE: 09/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: FIXED INSURANCE VARIOUS PRODUCTS INVESTMENT RELATED:YES ADDRESS: SAME A REGISTERED LOCATION NATURE OF BUSINESS FIXED INSURANCE START DATE: 10/2023 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: SELL LIFE AND ANNUITIES; 3. NAME OF OTHER BUSINESS: AIRBNB RENTAL; INVESTMENT RELATED: NO; ADDRESS: 390 SANDHILL ST, MARCO ISLAND, FL 34145; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 9/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: AIRBNB RENTAL;

Exams

• S66 Uniform Combined State Law Examination
  2004-01-20
• S63 Uniform Securities Agent State Law Examination
  1993-08-31

Other Names

• George G Elkin