CL
Charles G. Lutrick
CETERA INVESTMENT ADVISERS LLC
INLET BEACH, FL 32461
Some features on this profile are disabled
CRD#: 1875498
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Professional summary
Charles Gary Lutrick, who also goes by Gary Lutrick, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Inlet Beach, Florida and CETERA ADVISORS LLC located in Inlet Beach, Florida.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Charles has worked at 4 firms and has passed the Series 63, SIE, Series 52, Series 72, Series 6, Series 22 and Series 62 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gary Lutrick
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) FIXED INSURANCE AGENT (2) SIGNAL BUSINESS GROUP, DBA NAME FOR INSURANCE, START 07/1988, 130 W WIEUCA RD STE 202 ATLANTA GA 30342-USA, 35HR/WK, AGENT (3) REAL ESTATE, START 12/2001, BR 158 MORRINNOS GOIAS, PART OWNER OF RENTAL (4) NAME OF OTHER BUSINESS: CIVIL AIR PATROL ; INVESTMENT RELATED: NO ; ADDRESS: 2000 AIRPORT ROAD, ATLANTA, GA 30341 ; NATURE OF BUSINESS: SEARCH & RESCUE ; START DATE: 04/2016 ; POSITION/TITLE/RELATIONSHIP: 1ST LIEUTENANT ; APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: MAINTENANCE OFFICE FOR AIRCRAFT ; (5) NAME OF OTHER BUSINESS: ATL GLOBAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 2/2017 APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 15 POSITION/TITLE/RELATIONSHIP: PARTNER & ADVISOR BRIEF DESCRIPTION OF DUTIES: PROVIDE SECURITIES AND INVESTMENT ADVICE; (6) SIGNAL BUSINESS GROUP, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 07/2018, REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 60, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES (7) PHILANTHROPY FINANCIAL, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 01/2020, REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 2, DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES (8) NAME OF OTHER BUSINESS: 30A WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICE; START DATE: 08/2025; POSITION/TITLE/RELATIONSHIP: PARTNER/FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS:1; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Charles Gary Lutrick's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 2, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 26 Origins Main Street, Suite 205, Inlet Beach, FL 32461Office #2: 5901 Peachtree Dunwoody Rd C-440, Atlanta, GA 30328RIA
CRD#: 105644
INLET BEACH, FL
Current
March 3, 2004 - Present
CETERA ADVISORS LLC
Office #1: 26 Origins Main Street, Suite 205, Inlet Beach, FL 32461Office #2: 5901 Peachtree Dunwoody Rd C-440, Atlanta, GA 30328BD
CRD#: 10299
INLET BEACH, FL
Past
March 3, 2004 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
DUNWOODY, GA
Past
February 20, 2003 - January 26, 2004
NEW ENGLAND SECURITIES
RIA
CRD#: 615
ATLANTA, GA
Past
October 11, 1989 - January 26, 2004
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Past
November 3, 1988 - October 30, 1989
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/26/2022)
RR
Arizona(10/3/2018)
RR
California(10/22/2015)
RR
Colorado(5/5/2015)
RR
Florida(1/4/2013)
IAR
Florida(2/2/2024)
RR
Georgia(3/3/2004)
IAR
Georgia(3/21/2024)
RR
Idaho(7/24/2018)
RR
Illinois(10/27/2020)
RR
Indiana(11/10/2017)
RR
Kentucky(1/2/2024)
RR
Louisiana(7/24/2018)
RR
Maryland(7/29/2024)
RR
Massachusetts(5/24/2017)
RR
Michigan(3/11/2024)
RR
Mississippi(9/12/2025)
RR
Nevada(1/4/2019)
RR
New Hampshire(2/6/2015)
RR
New York(12/12/2023)
RR
North Carolina(10/28/2015)
RR
Oklahoma(5/23/2017)
RR
Oregon(10/23/2025)
RR
South Carolina(12/4/2017)
RR
Tennessee(5/12/2021)
RR
Texas(4/11/2008)
IAR
Texas(3/21/2024)
RR
Utah(5/24/2021)
RR
Vermont(1/4/2022)
RR
Virginia(5/24/2017)
RR
Washington(12/11/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 72
Date: 6/5/2007
Government Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 9/7/1988
Corporate Securities Limited Representative ExaminationSRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Inlet Beach, FL 32461TRUST BUT VERIFY
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