Greg Foster

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

• 11/2009 → 09/2018
  Duncan-Williams, Inc.
  Memphis, TN
• 09/2018 → 10/2022
  Morgan Stanley
  Memphis, TN
• 10/2018 → 10/2022
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 10/2022 → 06/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Memphis, TN
• 10/2018 → 10/2022
  Morgan Stanley Private Bank, N.A
  New York, NY
• 01/2023 → 06/2025
  Bank Of America, N.A.
  Memphis, TN
• 08/2025 → Present
  Granite Point, Llc
  Germantown, TN
• 07/2025 → Present
  Crye-Leike Realtors
  Germantown, TN
• 08/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-10-18 → 2025-06-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Memphis, TN
• 2018-10-03 → 2022-10-26
  Morgan Stanley
  Memphis, TN
• 2010-05-06 → 2015-10-21
  Southstate Securities Corp.
  Memphis (Shelby), TN

Other Businesses

1. NAME OF OTHER BUSINESS: CRYE-LEIKE REALTORS INVESTMENT RELATED: NO ADDRESS: 3030 FOREST HILL IRENE, GERMANTOWN, TN 38138 NATURE OF BUSINESS: REAL ESTATE SALES START DATE: 07/2025 POSITION/TITLE/RELATIONSHIP: AGENT APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: REAL ESTATE SALES; 2. NAME OF OTHER BUSINESS: SHOEMAKER FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 08/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISER HELP CLIENTS INVEST IN SECURITIES; 3. NAME OF OTHER BUSINESS: GRANITE POINT, LLC INVESTMENT RELATED: NO ADDRESS: GERMANTOWN, TN 38138 NATURE OF BUSINESS: TO FLOOR PLAN AUTOMOBILES AND PURCHASE AUTOMOBILES AS WELL AS MANAGE INVENTORY START DATE: 08/2025 POSITION/TITLE/RELATIONSHIP: MANAGING DIRECTOR APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MANAGE PERSONAL INVESTMENT IN AUTOMOBILES SOLD THROUGH A REGISTERED DEALER;

Exams

• S66 Uniform Combined State Law Examination
  2018-10-03

Other Names

• Greg Foster
• Gregory Wade Foster