Gregory
Kass

Cetera Investment Advisers LLC

CRD#6942535
Investment Advisor
in New Orleans, LA

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About this Advisor

Gregory Kass is a financial advisor based in New Orleans, Louisiana, working with Cetera Investment Advisers LLC. Gregory has previously held positions at Edward Jones, Livingston International, Louisiana State University, Beevers And Beevers Llp, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Hancock Whitney Bank, and Hancock Whitney Investment Services, Inc. Gregory has passed the Series 66 regulatory exam and is registered to provide services in Louisiana. Currently, Gregory is part of Cetera Investment Advisers LLC, which operates out of New Orleans, Louisiana. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

701 Poydras Street
New Orleans, LA 70139

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

LA Average: $6,674,516,078
Total Number of Employees

6,648

LA Average: 44
Total Number of Accounts

423,554

LA Average: 2,564
Average Account Size

$246,648

LA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Gregory Kass Work History

2022 - Present (2 years)

Cetera Investment Services LLC

2022 - Present (2 years)

Cetera Investment Advisers LLC

2020 - Present (4 years)

Hancock Whitney Bank

2020 - 2022 (2 years)

Hancock Whitney Investment Services, Inc

2019 - 2019 (< 1 year)

Beevers And Beevers Llp

2019 - 2020 (1 year)

Hancock Whitney Bank

2018 - 2019 (1 year)

Edward Jones

2015 - 2018 (3 years)

Livingston International

2010 - 2015 (5 years)

Louisiana State University

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Disclosures

Please visit the SEC profile of Gregory Kass to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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