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GV

Gregory D. Vasher

CETERA INVESTMENT ADVISERS LLC
RINCON, GA
Some features on this profile are disabled
CRD#: 3058790
GV

Professional summary

Gregory David Vasher, who also goes by Greg D Vasher, Greg Vasher, Gregory D Vasher, Gregory Vasher, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Rincon, Georgia and CETERA WEALTH SERVICES, LLC located in Rincon, Georgia.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Gregory has worked at 16 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Greg D Vasher | Greg Vasher | Gregory D Vasher | Gregory Vasher

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory David Vasher's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 5, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
RINCON, GA
Current

September 5, 2025 - Present

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
Rincon, GA
Past

August 28, 2023 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Rincon, GA
Past

August 25, 2023 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Rincon, GA
Past

March 25, 2017 - August 30, 2023

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
SAVANNAH , GA
Past

March 25, 2017 - August 30, 2023

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SAVANNAH , GA
Past

December 16, 2014 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
SAVANNAH, GA
Past

December 10, 2014 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SAVANNAH, GA
Past

April 27, 2012 - December 1, 2014

REGAL INVESTMENT ADVISORS LLC

RIA
CRD#: 125004
GRAND RAPIDS, MI
Past

November 21, 2011 - December 1, 2014

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
KENTWOOD, MI
Past

April 14, 2010 - April 15, 2011

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
GRAND RAPIDS, MI
Past

February 25, 2010 - April 15, 2011

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
GRAND RAPIDS, MI
Past

November 13, 2009 - February 12, 2010

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
ALLENDALE, MI
Past

November 13, 2009 - February 12, 2010

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
ALLENDALE, MI
Past

January 6, 2009 - November 13, 2009

NATCITY INVESTMENTS, INC.

RIA
CRD#: 17490
GRAND RAPIDS, MI
Past

September 5, 2008 - November 13, 2009

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
GRAND RAPIDS, MI
Past

February 2, 2007 - September 2, 2008

HARBOUR INVESTMENTS, INC.

BD
CRD#: 19258
ROCKFORD, MI
Past

August 23, 2006 - February 9, 2007

NEW ENGLAND SECURITIES

BD
CRD#: 615
GRAND RAPIDS, MI
Past

October 22, 2004 - July 26, 2006

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
GRAND RAPIDS, MI
Past

August 26, 2002 - October 21, 2004

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

June 12, 1998 - August 24, 2002

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

June 12, 1998 - August 24, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
(9/5/2025)
RR
Arizona
(9/5/2025)
RR
Colorado
(9/5/2025)
RR
Florida
(9/5/2025)
RR
Georgia
(9/5/2025)
IAR
Georgia
(9/5/2025)
RR
Michigan
(9/5/2025)
RR
New Jersey
(9/5/2025)
RR
North Carolina
(9/5/2025)
RR
South Carolina
(9/5/2025)
RR
Tennessee
(9/8/2025)
RR
Texas
(9/5/2025)
IAR
Texas
(9/5/2025)
RR
Virginia
(9/5/2025)
RR
Washington
(9/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/29/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/18/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/11/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 11/7/2002
Investment Company Products/Variable Contracts Principal Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/13/2024
Cover Page
Report
09/26/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Rincon, GA

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