Gregory Mark Kass

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

• 05/2018 → 02/2019
  Edward Jones
  St. Louis, MO
• 09/2015 → 04/2018
  Livingston International
  New Orleans, LA
• 01/2020 → 08/2022
  Hancock Whitney Investment Services, Inc.
  New Orleans, LA
• 01/2020 → Present
  Hancock Whitney Bank
  New Orleans, LA
• 05/2019 → 01/2020
  Hancock Whitney Bank
  New Orleans, LA
• 02/2019 → 05/2019
  Beevers And Beevers Llp
  Gretna, LA
• 08/2022 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 08/2022 → Present
  Cetera Investment Advisers Llc
  New Orleans, LA

Previous Registrations

• 2020-01-06 → 2022-08-10
  Hancock Whitney Investment Services Inc.
  New Orleans, LA
• 2018-07-13 → 2019-02-14
  Edward Jones
  Gretna, LA
  St Louis, MO
  Belle Chasse, LA

Exams

• S66 Uniform Combined State Law Examination
  2018-07-12

Other Names

• Greg Mark Kass