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Gregory J. Halstead, CLU®

Investment Advisor Representative

Gregory J. Halstead, CLU®, focuses his practice on helping individuals and small business owners identify and plan for their financial and retirement planning goals. Greg’s practice has serviced clients in the western and central NY region for over 34 years.

Greg also specializes in family wealth building and charitable giving strategies by leveraging life insurance programs to maximize your financial planning goals.

Greg is an Investment Advisor Representative who earned his Chartered Life Underwriter (CLU®) accreditation in 1997 from the American College. 

Greg is a past member of the Pittsford and Greece Rotary. He was also a founding member of the Pen-Web Rotary Club. He served on the Monroe County Deferred Compensation Board at the behest of former Monroe County Executive Maggie Brooks. Greg also served on the finance committee for St. Mary’s church in Waterloo, NY. Greg has served as secretary treasurer and vice president of the Notable Networkers business group.

Check the background of this investment professional FINRA’s BrokerCheck

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  • 10 Office Park Way, Suite 200 Pittsford, NY 14534

Investment Advisory Services offered through Bright Futures Wealth Management, LLC and/or Cetera Advisors LLC – registered investment advisers.  Securities offered through Cetera Advisors LLC.  Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera Advisors LLC, Rochester Wealth Partners, and Bright Futures Wealth Management, LLC are separate companies.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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