GV
Gregory Vitale
CETERA INVESTMENT ADVISERS LLC
Davie, FL 33328
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CRD#: 2956540
GV
Professional summary
Gregory Vitale, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Davie, Florida and CETERA WEALTH SERVICES, LLC located in Davie, Florida.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Gregory has worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) 800 South Fed Hwy, LLC 800 South Federal Hwy~Hollywood~FL~33020~Real Estate/Mortgage/Title Services/Appraisal~Partner/General Partner~6/1/2000~2hrs~2hrs~Rental Property 2) Ava Lauren Properties, LLC 800 South Federal Hwy~Hollywood~FL~33020~Rental Property Owner/Management~Partner/General Partner~5/1/2009~2hrs~2hrs~Rental Property 3) DELGJ Properties, LLC 800 South Federal Hwy~Hollywood~FL~33020~Real Estate/Mortgage/Title Services/Appraisal~Partner/General Partner~11/1/2002~2hrs~2hrs~Rental Property 4) GJDEL Properties, LLC 800 South Federal Hwy~Hollywood~FL~33020~Rental Property Owner/Management~Partner/General Partner~3/1/2009~2hrs~2hrs~Rental Property 5) MASAK PROPERTIES LLC 800 SOUTH FEDERAL HWY~HOLLYWOOD~FL~33020~Rental Property Owner/Management~Partner/General Partner~6/1/2013~2hrs~2hrs~BOOKKEEPING 6) M&V Investments, LLC 800 South Federal Hwy~Hollywood~FL~33020~Rental Property Owner/Management~Partner/General Partner~6/1/2000~2hrs~2hrs~Rental Property 7) Savanna Properties, LLC 800 South Federal Hwy~Hollywood~FL~33020~Real Estate/Mortgage/Title Services/Appraisal~Partner/General Partner~3/1/2009~2hrs~2hrs~Rental Property 8) Vitale & Miller P.A. 800 South Federal Hwy~Hollywood~FL~33020~Tax Preparation/Accounting~Partner/General Partner~8/1/1994~160hrs~120hrs~tax and accounting services 9) VITKIDS Properties, LLC 800 South Federal Hwy~Hollywood~FL~33020~Real Estate/Mortgage/Title Services/Appraisal~Partner/General Partner~5/1/2009~2hrs~2hrs~Rental Property 10) Zobles Properties, LLC 800 South Federal Hwy~Hollywood~FL~33020~Rental Property Owner/Management~Partner/General Partner~7/1/2012~2hrs~2hrs~Rental Property| 11) VF WEALTH MANAGEMENT INC POSITION: PRESIDENT NATURE: Prepare federal, state, and local tax returns for clients. commission based and fee based financial services business through avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2021 ADDRESS: 5240 UNIVERSITY DRIVE, SUITE 106, DAVIE FL 33328, United States DESCRIPTION: prepare federal, state, and local tax returns for clients. book keeping services. tax consulting. commission based and fee based financial services business through avantax.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Vitale'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®
CFP®
Start date: 1999
Experience
Current
August 7, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 5240 S University Drive Suite 106, Davie, FL 33328RIA
CRD#: 105644
Davie, FL
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 5240 S University Drive Suite 106, Davie, FL 33328BD
CRD#: 13572
DAVIE, FL
Past
September 14, 2012 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
DAVIE, FL
Past
August 14, 2012 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DAVIE, FL
Past
April 29, 2011 - August 16, 2012
INTERNATIONAL ASSETS ADVISORY, LLC
BD
CRD#: 10645
BOYNTON BEACH, FL
Past
February 5, 2008 - May 20, 2011
ASSET & FINANCIAL PLANNING, LTD
RIA
CRD#: 110709
HOLLYWOOD, FL
Past
December 19, 2007 - May 20, 2011
PRIME CAPITAL SERVICES, INC.
BD
CRD#: 18334
HOLLYWOOD, FL
Past
March 30, 1999 - October 19, 2006
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
HOLLYWOOD, FL
Past
October 30, 1997 - October 19, 2006
VALMARK SECURITIES, INC.
BD
CRD#: 31243
AKRON, OH
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
California(9/5/2025)
RR
Delaware(9/5/2025)
IAR
Florida(8/7/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Maryland(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
Minnesota(9/5/2025)
RR
Nebraska(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
South Carolina(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Virginia(9/5/2025)
RR
West Virginia(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO 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#: 105644Davie, FL 33328TRUST BUT VERIFY
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