James Greno, financial advisor Sewickley PA

James Greno

CRD Number: 3221992
Current Firm: Cetera Investment Advisers LLC

James Greno (CRD# 3221992) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sewickley, PA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Mar 2020 - Current 4
Raymond James Financial Services Advisors Inc. Wexford, PA Feb 2016 - Mar 2020 4
Raymond James Financial Services, Inc. Wexford, PA Jan 2016 - Mar 2020 4
Lpl Financial Llc (f/k/a) Linsco/private Ledger Corp. Wexford, PA Sep 2004 - Jan 2016 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for James R. Greno
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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