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Gail Segal Elmore

Cetera Investment Advisers LLC

Sunny Isles Beach, FL

CRD 5849401

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-12-08
FL RA APPROVED 2025-12-08
MD RA APPROVED 2025-12-02
NY RA APPROVED 2025-12-01
  • CO RA
    APPROVED
    Since 2025-12-08
  • FL RA
    APPROVED
    Since 2025-12-08
  • MD RA
    APPROVED
    Since 2025-12-02
  • NY RA
    APPROVED
    Since 2025-12-01

Branch Locations

Sunny Isles Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principle Asset Management Llc Miami FL 12/2010 01/2023
Gse Advisors Llc Miami FL 10/2012 Present
Wexya Llc Miami FL 09/2021 Present
American Portfolios Advisors, Inc. Holbrook NY 03/2023 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 12/2025
Cetera Investment Advisers Llc Schaumburg IL 12/2025 Present
  • 12/2010 → 01/2023
    Principle Asset Management Llc
    Miami, FL
  • 10/2012 → Present
    Gse Advisors Llc
    Miami, FL
  • 09/2021 → Present
    Wexya Llc
    Miami, FL
  • 03/2023 → 10/2024
    American Portfolios Advisors, Inc.
    Holbrook, NY
  • 10/2024 → 12/2025
    Scottsdale, AZ
  • 12/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2024-10-11 → 2025-12-05
    Scottsdale, AZ
    Scottsdale, AZ
  • 2023-04-11 → 2024-10-11
    American Portfolios Advisors, Inc
    Sunny Isles Beach, FL
    Holbrook, NY
  • 2016-02-23 → 2023-01-24
    Miami, FL
Other Businesses

1. NAME OF OTHER BUSINESS: WEXYA LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL EDUCATION AND CETERA ACTIVITIES; START DATE: 09/2021; POSITION/TITLE/RELATIONSHIP: CO-FOUNDER; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: OVERSIGHT AND OVERALL MANAGEMENT WITH OTHER FOUNDER - ADVISORY/EDUCATION; 2. NAME OF OTHER BUSINESS: GSE ADVISORS LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CONSULTING; START DATE: 10/2012; POSITION/TITLE/RELATIONSHIP: MANAGER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR DAY TO DAY OPERATIONS;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-08
  • S65 Uniform Investment Adviser Law Examination
    2016-01-08
Other Names
  • Gail Segal Elmore
  • Gail Segal
  • Gail Segal

View on SEC IAPD

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