Gregory Vasher
Advisor at Cetera
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
Fixed fees reported in SEC Form ADV Part 1 but not detailed in brochure excerpt.
Hourly charges reported in SEC Form ADV Part 1 but not detailed in brochure excerpt.
Account minimum: Varies by program; generally ranges from $5,000 to $250,000 depending on the program. Specific minimums include: $25,000 for Preferred Asset Management, Prime Portfolio Services, Premier Portfolio Management, Managed Wealth ADVANTAGE, and Mutual Fund/ETF Advisory Program; $15,000 for Spectrum Advisor; $10,000 minimum per model for Freedom; no minimum for Portfolio Solutions II; $7,000 for Advisor and Advisor II Programs; $25,000 for Guided Program; $100,000 for Manager Program; $5,000 for Select and Unified Programs (with many models requiring higher minimums); $100,000 to $250,000 for xMA Next Generation Managed Account Program depending on asset types.
Work history
Cetera Wealth Services, LLC
2025 - Present (1 year)
Cetera Investment Advisers LLC
2025 - Present (1 year)
Valiant Wealth Management
2023 - Present (3 years)
Avantax Insurance Agency, LLC
2023 - 2025 (2 years)
Avantax Advisory Services
2023 - 2025 (2 years)
Avantax Investment Services Inc.
2023 - 2025 (2 years)
MML Investors Services, LLC
2017 - 2023 (6 years)
MassMutual Life Insurance Company
2017 - 2023 (6 years)
Family Financial Management Group, Llc
2014 - 2023 (9 years)
Msi Financial Services, Inc.
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Jeremy H
Series 66
Springfield, GA
Edward Jones
Veronica V
Series 66
Pooler, GA
Edward Jones
Victoria W
Series 66
Port Wentworth, GA
Edward Jones
Ryan W
Series 66
Rincon, GA
Edward Jones
Richard S
Series 63, Series 66
Hardeeville, SC
Fidelity
Richard Schnurr serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments in various roles since 2015, including Financial Consultant, Investment Consultant, and Retirement Solutions Consultant. His professional experience encompasses advising clients on financial strategies that focus on tax efficiency, legacy planning, and goal-based needs. In his role, Richard advocates for clients and their families, aiming to support them in achieving financial freedom. He emphasizes building relationships based on trust and integrity. Outside of his professional responsibilities, Richard enjoys family activities, football, golf, hiking, outdoor adventures, and traveling.
Joseph E
Series 63
Pooler, GA
Union Capital Company
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