George John Legakis

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

• 09/2015 → 09/2019
  Summit Brokerage Services Inc
  Lords Valley, PA
• 10/2015 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2019 → 05/2021
  Summit Financial Group Inc
  Lords Valley, PA
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2022 → Present
  Gak Wealth Management Llc
  Lords Valley, PA
• 03/2025 → Present
  Summit Financial Networks Llc
  Brookyyn, NY

Previous Registrations

• 2019-08-08 → 2021-05-20
  Summit Financial Group Inc
  Lords Valley, PA
  Brooklyn, NY
• 2007-10-04 → 2015-11-13
  J P Turner & Company Capital Management, Llc
  Brooklyn, NY
  Lords Valley, PA

Other Businesses

1) NAME OF OTHER BUSINESS: GAK WEALTH MANAGEMENT LLC; INVESTMENT RELATED: NO; ADDRESS: 1364 HEMLOCK FARMS, LORDS VALLEY, PA 18428; NATURE OF BUSINESS: HOLDING & LEASING REAL ESTATE/HOME; START DATE: 05/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: UP TO 5; APX NUMBER OF HOURS DURING TRADING HOURS: UP TO 5; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE MANAGEMENT AND REAL ESTATE RENTAL MANAGEMENT; 2) POA FOR JIM THEODORAKAKOS; NOT INVESTMENT RELATED; 360 93RD ST BROOKLYN, NY 11209; POA FOR A RETIRED FAMILY MEMBERS; POA; 12/22/2017; APPX 1 HR/MONTH; APPX 0 HRS/MONTH DURING TRADING; FULL POA. PRIMARY FUNCTION IS TO OVERLOOK BANK ACCOUNTS 3) GAK WEALTH NY; NOT INVESTMENT RELATED; 8804 FOURTH AVE BROOKLYN, NY 11209; MANAGE OFFICE EXPENSES; OWNER; 02/06/2018; APPX 2 HRS/MONTH; APPX 0 HRS/MONTH DURING TRADING; SIMPLY AN LLC TO MANAGE PAYROLL AND OFFICE EXPENSES FOR MY SUMMIT PRACTICE 4) NAME OF OTHER BUSINESS: SUMMIT FINANCIAL NETWORKS LLC INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 3/1/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2007-10-01
• S63 Uniform Securities Agent State Law Examination
  1999-04-13

Other Names

• George Legakis