Kenneth Allen Greenlee

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 → 09/2022
  First Allied Securities, Unc.
  San Diego, CA
• 12/2014 → 11/2020
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 06/2017 → Present
  Cetera Advisors Llc
  Denver, CO
• 06/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2017 → 12/2019
  Summit Brokerage Services, Inc.
  Boca Raton, FL
• 07/2017 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA
• 11/2020 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2017 → Present
  Cetera Investment Services Llc
  St Cloud, MN

Previous Registrations

• 2020-11-12 → 2023-02-08
  Cetera Investment Advisers Llc
  San Diego, CA
• 2014-12-15 → 2020-11-12
  First Allied Advisory Services, Inc.
  San Diego, CA
  San Diego, CA
• 2013-09-13 → 2014-12-18
  Cambridge Investment Research Advisors, Inc.
  Carslbad, CA

Exams

• S66 Uniform Combined State Law Examination
  2013-09-12

Other Names

• Ken Greenlee
• Kenny Greenlee
• Kenneth Greenlee