Blake Edward Greer

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

• 05/2013 → 02/2025
  Concourse Financial Group Securities Inc
  Fulshear, TX
• 05/2013 → Present
  (Dba) Greer Wealth Management
  Fulshear, TX
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Fulshear, TX
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-05-16 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Richmond, TX
  Arlington, TX
  Richmond, TX
  Richmond, TX
  Fulshear, TX
  Birmingham, AL
• 2011-01-04 → 2013-05-29
  Momentum Independent Network Inc.
  Dallas, TX
  Richmond, TX
  Richmond, TX
• 2007-04-02 → 2008-05-12
  Morgan Stanley & Co. Llc
  Bryan, TX
• 2003-07-25 → 2007-04-02
  Morgan Stanley Dw Inc.
  Bryan, TX
  Bryan, TX
• 2002-12-13 → 2003-07-11
  Morgan Stanley Dw Inc.
  Bryan, TX

Other Businesses

(dba) GREER WEALTH MANAGEMENT; Investment Related; 6211 S Saddle Creek Lane, Fulshear,TX 77441; Financial and Insurance Services; Adviser/Owner; Start Date 05/2013; 120 hour per month all during trading hours; dba (Doing Business As) name for my securities and insurance related business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-05
• S63 Uniform Securities Agent State Law Examination
  2002-08-03