Gregory H. Abdalla
Professional summary
Gregory Hanna Abdalla, who also goes by Greg Abdalla, Gregory H Abdalla, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Maitland, Florida and CETERA WEALTH SERVICES, LLC located in Maitland, Florida.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Gregory has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Hanna Abdalla's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 12, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1750 N Maitland Ave, Maitland, FL 32751Office #2: 5341 Mcculloch Circle, Houston, TX 77056June 27, 2023 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1750 N Maitland Ave, Maitland, FL 32751December 15, 2017 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
December 14, 2017 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
March 22, 2016 - November 22, 2017
CETERA ADVISORS LLC
March 21, 2016 - November 22, 2017
CETERA ADVISORS LLC
May 1, 2015 - March 4, 2016
TRUIST INVESTMENT SERVICES, INC.
April 29, 2015 - March 4, 2016
TRUIST INVESTMENT SERVICES, INC.
July 21, 2014 - April 15, 2015
SIGNATOR FINANCIAL SERVICES, INC.
July 9, 2014 - April 15, 2015
SIGNATOR FINANCIAL SERVICES, INC.
May 16, 2013 - July 2, 2014
PNC WEALTH MANAGEMENT LLC
March 14, 2013 - July 2, 2014
PNC WEALTH MANAGEMENT LLC
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/10/2023)
(9/11/2024)
(8/10/2023)
(1/14/2025)
(6/27/2023)
(7/12/2023)
(8/10/2023)
(8/10/2023)
(8/7/2025)
(8/10/2023)
(9/11/2024)
(9/11/2024)
(8/10/2023)
(9/11/2024)
(8/10/2023)
(11/19/2024)
(11/19/2024)
(9/25/2025)
(4/2/2025)
(8/10/2023)
(8/10/2023)
(8/10/2023)
(8/10/2023)
(8/10/2023)
(9/11/2024)
(9/5/2024)
(9/5/2024)
(5/15/2024)
(10/31/2025)
(8/10/2023)
Exams
FINRA
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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