BG
Bennett C. Greely
CETERA INVESTMENT ADVISERS LLC
LAS VEGAS, NV 89117
Some features on this profile are disabled
CRD#: 7669896
BG
Professional summary
Bennett Clough Greely, who also goes by Ben Greely, Bennett Greely, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Las Vegas, Nevada and CETERA WEALTH SERVICES, LLC located in Atlanta, Georgia.
Bennett is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Bennett has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ben Greely | Bennett Greely
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) LEGACY CAPITAL ADVISORS, LLC POSITION: Client Services Associate NATURE: Legacy Capital Advisors is a Financial Advisory firm under the Broker/Dealer Avantax. They provide a wide range of financial services to remove the guesswork from their clients futures. They create customized and comprehensive plans for each individual client.Top 5 Duties1. Provide Investment Advice2.Provide Insurance Advice3.Provide Tax Planning4.Provide Retirement Planning5. Provide Educational Expense Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2022 ADDRESS: 4401 Northside Pkwy NW, Suite 900, Atlanta GA 30327, United States DESCRIPTION: Currently, I am assisting the Admin team with providing clients, and our Advisors in our office, with whatever it is they may need, such as opening accounts, scheduling appointments, handling of documents etc.In my case, apart from the admin team; 2) ECLIPSE CAPITAL, LLC POSITION: Owner NATURE: This is my DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 130 START DATE: 04/25/2023 ADDRESS: 4401 Northside Pkwy NW, Suite 900, Atlanta GA 30327, United States DESCRIPTION: Eclipse Capital is solely for opening a business checking account. It is my DBA for my Wealth Management practice. My commissions are paid to an individual checking account under my name. The only funds I transfer to my business checking account under "Eclipse Capital, LLC" are funds used for business expenses. 3) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: Agent NATURE: I am an Insurance Agent employed with Avantax Insurance Agency. I sell various insurance products. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2023 ADDRESS: 4401 Northside Pkwy NW, Suite 900, Atlanta GA 30327, United States DESCRIPTION: I provide clients with proper insurance products suitable for their needs. 4) Indexed Annuities; Agent; I am an FP that includes Indexed Annuities in his practice.; NIR; 5; 11/21/2023; 4401 Northside Pkwy NW Atlanta GA 30327; Indexed Annuities are a great product for me to be able to provide for my clients. Having the capabilities to write this kind of business is crucial. 5)LEGACY CAPITAL ADVISORS, LLC POSITION: Client Services Associate NATURE: Legacy Capital Advisors is a Financial Advisory firm under the Broker/Dealer Avantax. They provide a wide range of financial services to remove the guesswork from their clients futures. They create customized and comprehensive plans for each individual client.Top 5 Duties1. Provide Investment Advice2.Provide Insurance Advice3.Provide Tax Planning4.Provide Retirement Planning5. Provide Educational Expense Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2022 ADDRESS: 4401 Northside Pkwy NW, Suite 900, Atlanta GA 30327, United States DESCRIPTION: Currently, I am assisting the Admin team with providing clients, and our Advisors in our office, with whatever it is they may need, such as opening accounts, scheduling appointments, handling of documents etc.In my case, apart from the admin team; I am slated to transition into an advisor role once I have completed my exams. So, the team has me sitting in during meetings to take notes, absorb knowledge and start to understand advisory processes.
CRS (Client Relationship Summary) - RIA
Click below to view Bennett Clough Greely'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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 7040 Laredo Street Suite B, Las Vegas, NV 89117Office #2: 10 Brook Street Suite 235, Asheville, NC 28803RIA
CRD#: 105644
LAS VEGAS, NV
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 4401 Northside Pkwy Nw Suite 900, Atlanta, GA 30327Office #2: 340 E Warm Springs Road Suite 110, Las Vegas, NV 89119Office #3: 10 Brook Street Suite 235, Asheville, NC 28803BD
CRD#: 13572
Atlanta, GA
Past
April 25, 2023 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Atlanta, GA
Past
February 28, 2023 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Asheville, NC
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(9/5/2025)
RR
California(9/5/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
IAR
Georgia(9/5/2025)
RR
Illinois(9/5/2025)
RR
Indiana(9/5/2025)
RR
Kansas(10/30/2025)
RR
Kentucky(9/5/2025)
RR
Louisiana(9/5/2025)
RR
Nevada(9/5/2025)
IAR
Nevada(9/5/2025)
RR
North Carolina(9/5/2025)
IAR
North Carolina(9/5/2025)
RR
Pennsylvania(9/18/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/28/2023
General Securities Representative ExaminationGeneral 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.
