Gregory David Vasher

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

• 12/2014 → 03/2017
  Msi Financial Services, Inc.
  Savannah, GA
• 03/2017 → 08/2023
  Mml Investors Services, Llc
  Savannah, GA
• 03/2017 → 08/2023
  Massmutual Life Insurance Company
  Savannah, GA
• 12/2014 → 08/2023
  Family Financial Management Group, Llc
  Savannah, GA
• 08/2023 → Present
  Valiant Wealth Management
  Rincon, GA
• 08/2023 → 09/2025
  Avantax Investment Services Inc.
  Rincon, GA
• 08/2023 → 09/2025
  Avantax Advisory Services
  Rincon, GA
• 08/2023 → 09/2025
  Avantax Insurance Agency, Llc
  Rincon, GA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Rincon, GA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-08-28 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Rincon, GA
• 2017-03-25 → 2023-08-30
  Mml Investors Services, Llc
  Savannah, GA
  Savannah, GA
  Savannah , GA
  Savannah, GA
• 2014-12-16 → 2017-03-25
  Msi Financial Services, Inc.
  Savannah, GA
• 2012-04-27 → 2014-12-01
  Regal Investment Advisors Llc
  Grand Rapids, MI
  Kentwood, MI
• 2010-04-14 → 2011-04-15
  Chase Investment Services Corp.
  Grand Rapids, MI
  Rockford, MI
• 2009-11-13 → 2010-02-12
  Pnc Wealth Management Llc
  Grand Rapids, MI
  Allendale, MI
  Grand Rapids, MI
  Wyoming, MI
• 2009-01-06 → 2009-11-13
  Natcity Investments, Inc.
  Grand Rapids, MI
  Grand Rapids, MI

Other Businesses

1) VALIANT WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Providing financial advice and investment solutions to meet client needs and to help them meet financial goals like retirement, college education, and estate planning. This includes selling mutual funds, annuities, advisory accounts, stocks, and bonds. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 08/11/2023 ADDRESS: 116 Gnann Way, Rincon GA 31326, United States DESCRIPTION: Duties include marketing for new clients, developing financial solutions to help clients meet their financial goals, selling investment products, conducting client reviews, and servicing existing clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-12-29
• S63 Uniform Securities Agent State Law Examination
  1998-06-18

Other Names

• Greg Vasher
• Greg D Vasher
• Gregory D Vasher
• Gregory Vasher