GW
Gregory F. Wilt
CETERA INVESTMENT ADVISERS LLC
MANILUS, NY 13104
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CRD#: 5790119
GW
Professional summary
Gregory Francis Wilt, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Manilus, New York and CETERA WEALTH SERVICES, LLC located in Manlius, New York.
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 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.
1) CNY Abode, LLC~74 Lincklaen St~Cazenovia~NY~13035~Rental Property~Owner~8/2/2018~5hrs~5hrs~Sole owner and manager of real estate activity. I collect rents, authorize repairs, screen tenants and manage property. 2) KAFL Resources, LLC~800 Linden Ave~Rochester~NY~14625~Insurance Agent~Agent~1/1/2019~1hrs~1hrs~I will spend very little time on this activity ( a few hours per year) and merely offer the group benefits as a value-add to my clients who use our payroll service. I will introduce the payroll client to my KAFL contact and the KAFL contact will make product suggestions and close the sale. 3) Excellus Ritter Insurance Marketing~2600 Commerce Dr~Harrisburg~PA~17110~Insurance Agent~Agent~6/21/2019~1hrs~1hrs~Marketing Medicare Health Insurance Plans. 4) Kitschy Collective LLC~718 Thompson Ln Ste 108 #163~Nashville~TN~37204~Other~Owner~7/19/2019~3hrs~3hrs~Banking, accounting and tax compliance. 5) PURPLE INVESTORS GROUP LLC; POSITION: Partner/General Partner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/24/2015; 320 Fayette St, Manlius NY 13104, Sign checks, day to day management. There is very little activity here. This is a real estate holding company that owns our office building. This entity owns a second commercial building that is rented to approximately 6 tenants. 6) ADVANCED FINANCIAL SERVICES, INC.; POSITION: President NATURE: This is really just a shell company with no real activity. We use this as a common brand but all of the substance flows through our other entities (Gregory F Wilt CPA, PC and Accu-Pay Payroll and Bookkeeping Services, Inc.) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/24/2015; 320 Fayette St, Manlius NY 13104, Sign checks and day to day management. 7) GREGORY F WILT, CPA, PC POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 01/01/2000 ADDRESS: 320 Fayette St, Manlius NY 13104, United States DESCRIPTION: provide accounting, bookkeeping and tax preparation services. 100% owner and officer. 8) ACCU-PAY PAYROLL AND BOOKKEEPING SERVICES, INC. POSITION: Owner/Sole Proprietor NATURE: Accounting/Bookkeeping (No Tax Preparation) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/26/2010 ADDRESS: 320 Fayette St, Manlius NY 13104, United States DESCRIPTION: Market the company, bring in new clients, and process payroll when needed. Supervise payroll and bookkeeping clerk.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Francis Wilt'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: 2014
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 320 Fayette St, Manilus, NY 13104RIA
CRD#: 105644
MANILUS, NY
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 320 Fayette St, Manlius, NY 13104BD
CRD#: 13572
Manlius, NY
Past
September 11, 2021 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Manlius, NY
Past
July 27, 2010 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Manlius, 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".
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
Arizona(9/5/2025)
RR
District of Columbia(9/5/2025)
RR
Florida(9/5/2025)
RR
Maine(9/5/2025)
RR
Maryland(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
Montana(9/5/2025)
RR
New Hampshire(9/5/2025)
RR
New Jersey(9/18/2025)
RR
New York(9/5/2025)
IAR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Ohio(9/19/2025)
RR
Pennsylvania(9/5/2025)
RR
Rhode Island(9/18/2025)
RR
South Carolina(9/5/2025)
RR
Tennessee(9/18/2025)
RR
Vermont(9/18/2025)
RR
Virginia(9/5/2025)
RR
West Virginia(9/5/2025)
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
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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#: 105644Manilus, NY 13104TRUST BUT VERIFY
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