Michael Gregory Patterson

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

• 11/1981 → 01/2021
  Self-Employed
  Raleigh, NC
• 05/1994 → 02/2025
  Concourse Financial Group Securities Inc
  Raleigh, NC
• 01/1996 → 01/2021
  Advisors Financial Group Inc
  Raleigh, NC
• 02/2021 → Present
  (Dba) Simplicity Group
  Raleigh, NC
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Raleigh, NC
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2001-12-31 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Charleston, SC
  Warsaw, NC
  Raleigh, NC
  Birmingham, AL

Other Businesses

1) (dba) SIMPLICITY GROUP; Investment Related; 5904 Six Forks Road, Ste 150, Raleigh, NC 27609; Insurance; Principal; Start Date 02/2021; 120 hours per month with the majority of those hours occurring during trading hours; Distribution of Life, non-registered annuities, and related insurance products through insurance agents and financial advisors. >> 2) A.J. FLETCHER FOUNDATION; Non-Investment Related; 909 Glenwood Avenue, Raleigh, NC 27605; Board of Directors; Start Date: Approximately 01/2005; Board Member. >> 3) 1982 VENTURES, LLC; Investment Related; 5904 Six Forks Road, Ste 105, Raleigh, NC 27609; Holding Company; Member; Start Date 01/2020; 5 hours per month with all 5 hours occurring during trading hours; Holding company. >> 4) GREG AND JOYCLYNN PATTERSON CHARITABLE GIFT FUND; Non-Investment Related; Raleigh, NC; Charitable Fund; Manager. >> 5) PERSONAL REAL ESTATE; Investment Related; Raleigh, NC; Real Estate; Co-owner; Start Date 01/1987; Co-owner of residential and commercial rental property(ies). >> 6) FLOURISH WITH SCIENCE LLC; Non-Investment Related; Raleigh, NC; Other; Secretary; Start Date 09/2020; No hours per month; File annual report with the NC Secretary of State for this LLC that is owned by a family member.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-05-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Greg Patterson