Gregory J. Lewis

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

• 10/2005 → 10/2021
  American Portfolios Financial Services Inc.
  Getzville, NY
• 10/2021 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 10/2021 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2020 → Present
  Nicastro Accounting Services
  North Tonawanda, NY

Previous Registrations

• 2009-04-07 → 2021-10-22
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1) NICASTRO ACCOUNTING SERVICES, NOT INVESTMENT RELATED, 908 NIAGARA FALLS BLVD, SUITE 104, NORTH TONAWANDA, NY 14120, TAX CONSULTANT, SEASONAL PART TIME EMPLOYEE, INCOME TAX PREPARATION, 25 HOURS/WEEK, 12H/WEEK DURING TRADING HOURS, SINCE 02/2020. 2) SALES OF HEALTH INSURANCE, NOT INVESTMENT RELATED, 5H/WEEK, 3H/WEEK DURING TRADING HOURS, SINCE 12/2000 3) LINCOLN LIFE POLICY, SERVICING OF POLICY ONLY, SINCE 12/2000. 4) INDEPENDENT RETIREMENT ADVISORS OF NEW YORK, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, FINANCIAL ADVISOR, OWNER, DBA FOR INVESTMENTS, 0-40H/WEEK, SINCE 01/2019. 5) PINE GROVE BEACH ASSOCIATION, NOT INVESTMENT RELATED, PULASKI, NY, HOME OWNERS ASSOCIATION, CO-TREASURER, COORDINATE ACTIVITY OF COMMON INTEREST FOR HOMEOWNERS, RESPONSIBLE FOR REPORTING OF FINANCIALS AND COMPLETION OF TAX RETURNS, SINCE 07/2021, 2H/WEEK.

Exams

• S66 Uniform Combined State Law Examination
  2000-11-20

Designations

• Certified Financial Planner