Blake E. Greer

CETERA INVESTMENT ADVISERS LLC

FULSHEAR, TX

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CRD#: 4531829

Professional summary

Blake Edward Greer is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Fulshear, Texas and CETERA WEALTH SERVICES, LLC located in Fulshear, Texas.

Blake is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Blake has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31 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.

(dba) GREER WEALTH MANAGEMENT; Investment Related; 6211 S Saddle Creek Lane, Fulshear,TX 77441; Financial and Insurance Services; Adviser/Owner; Start Date 05/2013; 120 hour per month all during trading hours; dba (Doing Business As) name for my securities and insurance related business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Edward Greer'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

February 20, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

FULSHEAR, TX

Current

February 20, 2025 - Present

CETERA WEALTH SERVICES, LLC

CRD#: 13572

Fulshear, TX

Past

May 16, 2013 - February 20, 2025

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

Fulshear, TX

Past

May 14, 2013 - February 20, 2025

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

Fulshear, TX

Past

January 4, 2011 - May 29, 2013

MOMENTUM INDEPENDENT NETWORK INC.

RIA

CRD#: 17587

RICHMOND, TX

Past

January 3, 2011 - May 29, 2013

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

RICHMOND, TX

Past

March 9, 2009 - December 20, 2010

REALTY CAPITAL SECURITIES, LLC

CRD#: 145454

NEW YORK CITY, NY

Past

June 5, 2008 - February 18, 2009

AMREIT SECURITIES COMPANY

CRD#: 47041

HOUSTON, TX

Past

April 2, 2007 - May 12, 2008

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

BRYAN, TX

Past

April 2, 2007 - May 12, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

BRYAN, TX

Past

July 25, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

BRYAN, TX

Past

July 25, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

BRYAN, TX

Past

December 13, 2002 - July 11, 2003

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

BRYAN, TX

Past

July 24, 2002 - July 11, 2003

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

CETERA INVESTMENT ADVISERS LLC

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.

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

Alabama
(2/20/2025)

Louisiana
(2/20/2025)

Texas
(2/20/2025)

IAR

Texas
(2/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/5/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/3/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/12/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/23/2002

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

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	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	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.

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Firm Stability Insights

Blake E. Greer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Edward Greer's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

MOMENTUM INDEPENDENT NETWORK INC.

MOMENTUM INDEPENDENT NETWORK INC.

REALTY CAPITAL SECURITIES, LLC

AMREIT SECURITIES COMPANY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/5/2002

Series 63

Date: 8/3/2002

SIE

Date: 10/1/2018

Series 31

Date: 8/12/2002

Series 7

Date: 7/23/2002

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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