GB
Gregory A. Bianco
CETERA INVESTMENT ADVISERS LLC
York, PA 17403
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CRD#: 5768387
GB
Professional summary
Gregory Alan Bianco is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in York, Pennsylvania and CETERA FINANCIAL SPECIALISTS LLC located in York, Pennsylvania.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Gregory has worked at 4 firms and has passed the Series 66, SIE, Series 3, Series 7 and Series 24 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)NAME OF OTHER BUSINESS: TRUE ADVISORY GROUP DBA TRUE ADVISORY BUSINESS TRANSFORMATION ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ENTREPRENEURIAL COACHING & CONSULTING ; START DATE: 08/2019 ; POSITION/TITLE/RELATIONSHIP: OWNER / CONSULTANT ; APX NUMBER OF HOURS PER WEEK: 5 ; APX NUMBER OF HOURS DURING TRADING HOURS: 5 ; BRIEF DESCRIPTION OF DUTIES: COACHING AND CONSULTING FOR SMALL AND MEDIUM SIZED BUSINESS EXECUTIVES AND ENTREMRENEURS ; 2) NAME OF OTHER BUSINESS: TRUE ADVISORY GROUP DBA TRUE ADVISORY TAX & ACCOUNTING ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX AND ACCOUNTING ; START DATE: 08/2019 POSITION/TITLE/RELATIONSHIP: OWNER / TAX PREPARER ; APX NUMBER OF HOURS PER WEEK: 0-10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0-10 ; BRIEF DESCRIPTION OF DUTIES: INCOME TAX PREPARATION AND CLIENT ACCOUNTING SERVICES FOR INDIVIDUALS AND SMALL BUSINESS 3) NAME OF OTHER BUSINESS: TRUE ADVISORY GROUP; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: HOLDING COMPANY ; START DATE: 07/2019 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 35 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: REVENUE GENERATED FROM SUBSIDIARIES 4) NAME OF OTHER BUSINESS: TRUE ADVISORY FINANCIAL SERVICES; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL PLANNING & ASSET MANAGEMENT; START DATE: 06/2019 ; POSITION/TITLE/RELATIONSHIP: OWNER / WEALTH MANAGEMENT ADVISOR; APX NUMBER OF HOURS PER WEEK: 35 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: INVESTMENT AND INSURANCE MGMT OFFERED THROUGH CETERA FINANCIAL SPECIALISTS 5) NAME OF OTHER BUSINESS: CHRISTIAN LEADERSHIP ALLIANCE ; INVESTMENT RELATED: NO ADDRESS: 629 CAMINO DE LOS MARES, SAN CLEMENTE CA 92673 ; NATURE OF BUSINESS: ADVISORY COUNCIL ; START DATE:12/2020 POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 1-2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1-2 ; BRIEF DESCRIPTION OF DUTIES: ASSIST WITH PROFESSIONAL DEVELOPMENT, MEMBER EXPERIENCE, AND HOW TO DELIVER MORE VALUE TO THE ANNUAL CONFERENCE ; 6) NAME OF OTHER BUSINESS: DIOCESE OF HARRISBURG-ST JOSEPH CHURCH, YORK ; INVESTMENT RELATED: NO; ADDRESS: 2935 KINGSTON ROAD YORK, PA 17402; NATURE OF BUSINESS: RELIGIOUS EDUCATION; START DATE: 06/2023; POSITION/TITLE/RELATIONSHIP: COORDINATOR OF RELIGIOUS EDUCATION; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: OVERSEE AND MANAGE CHURCH'S RELIGIOUS EDUCATON PROGRAM;
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Alan Bianco'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
June 14, 2019 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 200 E Market St, York, PA 17403RIA
CRD#: 105644
York, PA
Current
June 14, 2019 - Present
CETERA FINANCIAL SPECIALISTS LLC
Office #1: 200 E Market St, York, PA 17403BD
CRD#: 10358
York, PA
Past
October 18, 2011 - June 17, 2019
REALTA INVESTMENT ADVISORS, INC
RIA
CRD#: 134952
WILMINGTON, DE
Past
May 20, 2010 - June 17, 2019
REALTA EQUITIES, INC.
BD
CRD#: 23769
YORK, 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
Connecticut(3/2/2023)
RR
District of Columbia(3/9/2023)
RR
Florida(4/1/2020)
RR
Indiana(8/2/2021)
RR
Maryland(6/14/2019)
RR
North Carolina(7/14/2023)
RR
Pennsylvania(6/14/2019)
IAR
Pennsylvania(6/14/2019)
RR
Virginia(6/14/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
