Bennett Clough Greely

Current Employers

Employment History

• 12/2022 → Present
  Legacy Capital Advisors
  Atlanta, GA
• 07/2016 → 11/2021
  Horseshoe Indianapolis
  Shelbyville, IN
• 11/2020 → 04/2022
  Churchill Downs Louisiana Horseracing Co.
  New Orleans, LA
• 04/2022 → 12/2022
  Unemployed
  White, GA
• 02/2023 → 09/2025
  Avantax Investment Services Inc.
  Atlanta, GA
• 02/2023 → 09/2025
  Avantax Advisory Services
  Atlanta, GA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-04-25 → 2025-09-05
  Avantax Advisory Services
  Las Vegas, NV
  Dallas, TX
  Asheville, NC
  Las Vegas, NV
  Atlanta, GA

Other Businesses

1) LEGACY CAPITAL ADVISORS, LLC POSITION: Client Services Associate NATURE: Legacy Capital Advisors is a Financial Advisory firm under the Broker/Dealer Avantax. They provide a wide range of financial services to remove the guesswork from their clients futures. They create customized and comprehensive plans for each individual client.Top 5 Duties1. Provide Investment Advice2.Provide Insurance Advice3.Provide Tax Planning4.Provide Retirement Planning5. Provide Educational Expense Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2022 ADDRESS: 4401 Northside Pkwy NW, Suite 900, Atlanta GA 30327, United States DESCRIPTION: Currently, I am assisting the Admin team with providing clients, and our Advisors in our office, with whatever it is they may need, such as opening accounts, scheduling appointments, handling of documents etc.In my case, apart from the admin team; 2) ECLIPSE CAPITAL, LLC POSITION: Owner NATURE: This is my DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 130 START DATE: 04/25/2023 ADDRESS: 4401 Northside Pkwy NW, Suite 900, Atlanta GA 30327, United States DESCRIPTION: Eclipse Capital is solely for opening a business checking account. It is my DBA for my Wealth Management practice. My commissions are paid to an individual checking account under my name. The only funds I transfer to my business checking account under "Eclipse Capital, LLC" are funds used for business expenses. 3) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: Agent NATURE: I am an Insurance Agent employed with Avantax Insurance Agency. I sell various insurance products. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2023 ADDRESS: 4401 Northside Pkwy NW, Suite 900, Atlanta GA 30327, United States DESCRIPTION: I provide clients with proper insurance products suitable for their needs. 4) Indexed Annuities; Agent; I am an FP that includes Indexed Annuities in his practice.; NIR; 5; 11/21/2023; 4401 Northside Pkwy NW Atlanta GA 30327; Indexed Annuities are a great product for me to be able to provide for my clients. Having the capabilities to write this kind of business is crucial. 5)LEGACY CAPITAL ADVISORS, LLC POSITION: Client Services Associate NATURE: Legacy Capital Advisors is a Financial Advisory firm under the Broker/Dealer Avantax. They provide a wide range of financial services to remove the guesswork from their clients futures. They create customized and comprehensive plans for each individual client.Top 5 Duties1. Provide Investment Advice2.Provide Insurance Advice3.Provide Tax Planning4.Provide Retirement Planning5. Provide Educational Expense Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2022 ADDRESS: 4401 Northside Pkwy NW, Suite 900, Atlanta GA 30327, United States DESCRIPTION: Currently, I am assisting the Admin team with providing clients, and our Advisors in our office, with whatever it is they may need, such as opening accounts, scheduling appointments, handling of documents etc.In my case, apart from the admin team; I am slated to transition into an advisor role once I have completed my exams. So, the team has me sitting in during meetings to take notes, absorb knowledge and start to understand advisory processes.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-19

Other Names

• Ben Greely
• Bennett Greely