Adviser and broker representative · LPL Financial LLC
Gregory A. Kateff
CRD 4257680 · Bingham Farms, MI
At a glance
Gregory A. Kateff is an investment adviser representative with LPL Financial LLC in Bingham Farms, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gregory’s SEC record dates to 2010, about 16 years ago. Gregory is also registered as a broker representative. Designations on file: Personal Financial Specialist.
Current advisory firm
- LPL Financial LLCSince June 2010Bingham Farms, MI · $819B in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Personal Financial Specialist
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Gregory’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.