Gregory Samuels

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

• 07/2015 → 09/2017
  Sagepoint Financial Inc.
  Phoenix, AZ
• 10/2017 → 09/2025
  Avantax Investment Services, Inc.
  Wyoming, MI
• 10/2017 → 09/2025
  Avantax Advisory Services
  Wyoming, MI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Wyoming, MI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-11-13 → 2025-09-05
  Avantax Advisory Services
  Wyoming, MI
  Dallas, TX
• 2015-07-02 → 2017-09-20
  Osaic Services, Inc.
  Byron Center, MI
• 2014-03-11 → 2015-07-23
  Ameritas Investment Company, Llc
  Perrysburg, OH
  Wyoming, MI

Exams

• S66 Uniform Combined State Law Examination
  2012-04-18

Other Names

• Greg Samuels
• Gregory Alan Samuels
• Gregory Samuels
• Gregory Alan Samuels