Gregory A. Liszka
VICUS CAPITAL
Greenville, PA 16125
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CRD#: 4613331
Professional summary
Gregory Alan Liszka, CFP®, who also goes by Gregory Liszka, is a registered financial advisor currently at VICUS CAPITAL, INC. located in Greenville, Pennsylvania and CETERA INVESTMENT ADVISERS LLC located in Grove City, Pennsylvania.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Gregory has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gregory Liszka
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.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Alan Liszka'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: 2013
Experience
Current
October 30, 2019 - Present
VICUS CAPITAL, INC.
Office #1: 103 Woodfield Drive, Greenville, PA 16125Office #2: 4 Village Park Dr #170, Grove City, PA 16127RIA
CRD#: 116021
Greenville, PA
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 4 Village Park Dr Ste 170, Grove City, PA 16127Office #2: 103 Woodfield Dr, Greenville, PA 16125RIA
CRD#: 105644
GROVE CITY, PA
Current
September 3, 2013 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 103 Woodfield Dr, Greenville, PA 16125Office #2: 4 Village Park Dr Ste 170, Grove City, PA 16127BD
CRD#: 13572
Greenville, PA
Past
September 3, 2013 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
GREENVILLE, PA
Past
August 6, 2009 - September 3, 2013
WALNUT STREET SECURITIES, INC.
RIA
CRD#: 15840
GREENVILLE, PA
Past
June 10, 2008 - October 23, 2019
STRATEGIC LIFESTYLE ADVISORS, INC.
RIA
CRD#: 115984
GREENVILLE, PA
Past
January 25, 2008 - September 3, 2013
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
GREENVILLE, 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(9/12/2014)
RR
Arizona(9/12/2014)
RR
California(10/22/2013)
RR
Colorado(9/12/2014)
RR
Connecticut(2/23/2024)
RR
District of Columbia(7/21/2020)
RR
Florida(9/3/2013)
RR
Georgia(9/12/2014)
RR
Illinois(3/2/2022)
RR
Indiana(5/5/2016)
RR
Iowa(2/23/2024)
RR
Kentucky(9/12/2014)
RR
Maryland(9/12/2014)
RR
Massachusetts(4/14/2026)
RR
Missouri(4/17/2020)
RR
Nebraska(3/2/2026)
RR
Nevada(10/31/2024)
RR
New York(12/19/2023)
RR
North Carolina(9/15/2014)
RR
Ohio(9/3/2013)
RR
Pennsylvania(9/3/2013)
IAR
Pennsylvania(10/30/2019)
RR
South Carolina(3/28/2019)
IAR
Texas(12/23/2024)
RR
Texas(4/14/2025)
RR
Virginia(9/12/2014)
RR
West Virginia(1/2/2014)
RR
Wyoming(1/26/2021)
Exams
State Security Law Exam
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)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 |
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#: 105644Greenville, PA 16125TRUST BUT VERIFY
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