Thomas C. Greer
CETERA INVESTMENT ADVISERS LLC | Financial Advisor
Troy, MI 48084
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CRD#: 5106065
Professional summary
Thomas Charles Greer, who also goes by Thomas Charles Greer Mr, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Troy, Michigan and CETERA WEALTH SERVICES, LLC located in Troy, Michigan.
Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Thomas has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Tax Planning Strategies
Executive Compensation and Ben...
Retirement Planning Strategies
Are you a "fiduciary"?
Yes
Aliases
Thomas Charles Greer Mr
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. NAME OF OTHER BUSINESS: HERITAGE CHURCH OF MACOMB INVESTMENT RELATED: NO ADDRESS: 44625 SCHOENHERR ROAD STERLING HEIGHTS, MI NATURE OF BUSINESS: RELIGIOUS START DATE: 01/2017 POSITION/TITLE/RELATIONSHIP: ELDER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: SUPPORT PASTORAL STAFF WITH THEIR MINISTRY. PROVIDE COUNSEL ON THE IN ALL AREAS OF THE CHURCH ORGANIZATION. 2. NAME OF OTHER BUSINESS: ANGELIQUE GREER PAMPERED CHEF INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL ADDRESS NATURE OF BUSINESS: DIRECT SALES OF HOUSEWARE KITCHEN PRODUCTS START DATE: 01/2020 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ASSIST MY WIFE WITH HER DIRECT SALES. CONDUCT DEMONSTRATION VIDEOS AND ATTEND VENDOR EVENTS. 3. NAME OF OTHER BUSINESS: VICTORY WEALTH GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED BRANCH OFFICE NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2024 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 33 BRIEF DESCRIPTION OF DUTIES: FFER SECURITIES, INSURANCE, PLANNING, AND ADVISORY SALES AND SERVICE. 4. NAME OF OTHER BUSINESS: GREER FINANCIAL GROUP LLC DBA VICTORY WEALTH GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 5/2024; POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Charles Greer'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
May 24, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1700 West Big Beaver Rd. Suite 225, Troy, MI 48084RIA
CRD#: 105644
Troy, MI
Current
May 24, 2024 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1700 West Big Beaver Rd. Suite 225, Troy, MI 48084BD
CRD#: 13572
Troy, MI
Past
December 19, 2013 - May 31, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Troy, MI
Past
November 27, 2013 - May 31, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Troy, MI
Past
April 21, 2009 - December 6, 2013
THE HUNTINGTON INVESTMENT COMPANY
BD
CRD#: 16986
WARREN, MI
Past
April 11, 2007 - March 12, 2009
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
SOUTHFIELD, MI
Past
April 7, 2006 - January 30, 2007
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
MACOMB, MI
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(5/24/2024)
RR
Colorado(10/29/2025)
RR
Delaware(9/9/2024)
RR
Florida(5/24/2024)
RR
Indiana(5/24/2024)
RR
Maryland(5/24/2024)
RR
Michigan(5/24/2024)
IAR
Michigan(5/24/2024)
RR
New York(7/23/2025)
RR
Ohio(5/25/2024)
RR
Oregon(5/24/2024)
RR
Pennsylvania(8/13/2024)
RR
South Carolina(5/24/2024)
RR
Texas(5/24/2024)
IAR
Texas(5/24/2024)
RR
Wisconsin(8/13/2024)
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
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
Financial AdvisorCRD#: 105644Troy, MI 48084TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
