Gregory Joseph Blank

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

• 11/2004 → 10/2024
  American Portfolios Financial Services, Inc.
  New York, NY
• 10/2024 → 12/2025
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 12/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2004 → Present
  Mag Capital Management Dba Blank Financial Group
  New York, NY
• 11/2004 → 10/2024
  American Portfolios Advisors, Inc
  New York, NY

Previous Registrations

• 2024-10-11 → 2025-12-03
  Osaic Wealth, Inc.
  New York, NY
  Scottsdale, AZ
• 2005-03-31 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
  Holbrook, NY

Other Businesses

1. NAME OF OTHER BUSINESS: MAG CAPITAL MANAGEMENT DBA BLANK FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 01/2004 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISER 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 12/1995 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS

Exams

• S66 Uniform Combined State Law Examination
  2025-11-04
• S65 Uniform Investment Adviser Law Examination
  1999-12-14
• S63 Uniform Securities Agent State Law Examination
  1998-06-04