Financial advisor
Gregory Kearney
Now at Cetera · Westport, CT
Registered as GREGORY WILLIAM KEARNEY
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Gregory Kearney | LPL Financial | Cetera | Lateral | January 8, 2026 | $160M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | Investment adviser | November 21, 2025 | Current |
| CETERA INVESTMENT SERVICES LLC | Broker-dealer | November 21, 2025 | Current |
| LPL FINANCIAL LLC | Investment adviser | October 11, 2011 | December 12, 2025 |
| LPL FINANCIAL LLC | Broker-dealer | October 11, 2011 | December 12, 2025 |
| LPL FINANCIAL CORPORATION | Investment adviser | January 31, 2008 | May 7, 2010 |
| UVEST FINANCIAL SERVICES GROUP, INC. | Investment adviser | February 13, 2007 | October 11, 2011 |
| UVEST FINANCIAL SERVICES GROUP, INC. | Broker-dealer | February 13, 2007 | October 11, 2011 |
| WEBSTER INVESTMENT SERVICES, INC | Investment adviser | September 22, 2003 | February 13, 2007 |
| QUICK & REILLY, INC. | Investment adviser | September 4, 2003 | September 22, 2003 |
| WEBSTER INVESTMENT SERVICES, INC. | Broker-dealer | August 27, 2003 | February 13, 2007 |
| QUICK & REILLY, INC. | Broker-dealer | May 12, 2003 | September 22, 2003 |
| ESSEX NATIONAL SECURITIES, INC. | Broker-dealer | October 4, 2000 | April 28, 2003 |
| THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES | Broker-dealer | June 22, 1999 | January 5, 2000 |
| AXA ADVISORS, LLC | Broker-dealer | June 22, 1999 | October 26, 2000 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.