Chad Michael Alevras

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

• 06/2008 → Present
  Hornor Townsend & Kent Inc
  Horsham, PA
• 08/2009 → 06/2024
  Lincoln Financial Advisors
  Denver, CO
• 06/2024 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2024 → Present
  Cetera Investment Advisers Llc
  Denver, CO

Previous Registrations

• 2009-08-28 → 2024-06-25
  Osaic Fa, Inc.
  Denver, CO
  Denver, CO
  Denver, CO
• 2008-12-04 → 2009-09-08
  Hornor, Townsend & Kent, Llc
  Denver, CO
  Denver, CO
  Denver, CO
• 2005-11-29 → 2006-07-24
  Msi Financial Services, Inc.
  Denver, CO
  Springfield, MA
  Springfield, MA
  Greenwood Village, CO
• 2005-03-17 → 2005-12-31
  Metlife Investment Fund Services Llc
  Denver, CO

Other Businesses

1. GREGORY AND ASSOCIATES LLC, DBA FOR CETERA BUSINESS, 100% OWNER 2. DISABILITY INSURANCE THROUGH LLOYDS OF LONDON (COLLEGE ATHLETIC PROTECTION PROGRAM)

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-03-29
• S65 Uniform Investment Adviser Law Examination
  2005-03-16

Other Names

• Chad Alevras