Gregory William Kearney

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

• 08/2003 → 11/2025
  Webster Investment Services Inc
  Bristol, CT
• 10/2011 → 11/2025
  Lpl Financial Llc
  Ridgefield, CT
• 11/2025 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 11/2025 → Present
  Cetera Investment Advisers Llc
  Lewes, DE

Previous Registrations

• 2011-10-11 → 2025-12-12
  Lpl Financial Llc
  Darien, CT
  Fairfield, CT
  Norwalk, CT
  Norwalk, CT
  Stamford, CT
  Fairfield, CT
  Westport, CT
  Ridgefield, CT
  Wilton, CT
  Stamford, CT
  Stamford, CT
  Stamford, CT
  Darien, CT
  Norwalk, CT
  Greenwich, CT
  Lewes, DE
  Lewes, DE
• 2007-02-13 → 2011-10-11
  Uvest Financial Services Group, Inc.
  Stamford, CT
  Norwalk, CT
  Ridgefield, CT
  Westport, CT
  Ridgefield, CT
  Wilton, CT
  Stamford, CT
  Stamford, CT
  Darien, CT
  Danbury, CT
  Stamford, CT
  Danbury, CT
  Yonkers, NY
  Stamford, CT
  Danbury, CT
  Darien, CT
  Stamford, CT
  Fairfield, CT
  Norwalk, CT
  Norwalk, CT
  Norwalk, CT
  New Rochelle, NY
  Yonkers, NY
  Larchmont, NY
  White Plains, NY
  White Plains, NY
  Scarsdale, NY
  Rye, NY
  Yonkers, NY
  Norwalk, CT
  Darien, CT
  Rye, NY
  Scardale, NY
  Yonkers, NY
  Yonkers, NY
  Wilton, CT
• 2008-01-31 → 2010-05-07
  Lpl Financial Llc
  Fort Mill, SC
  Ridgefield, CT
  San Diego, CA
• 2003-09-22 → 2007-02-13
  Webster Investment Services, Inc.
  Yonkers, NY
  Kensington, CT
  Westport, CT
  Ridgefield, CT
  Wilton, CT
  Danbury, CT
  Stamford, CT
  Stamford, CT
  Darien, CT
  Danbury, CT
  Stamford, CT
  Norwalk, CT
  Danbury, CT
• 2003-09-04 → 2003-09-22
  Quick & Reilly, Inc.
  Stamford, CT

Other Businesses

1.) PINNACLE WEALTH ADVISORY GROUP LLC, DBA FOR CETERA BUSINESS, 100% OWNER.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-31
• S63 Uniform Securities Agent State Law Examination
  1999-06-25

Designations

• Certified Financial Planner

Other Names

• Gregory W Kearney