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George Lang

Advisor at Cetera

Updated today

Location

Locust Valley, NY

Credentials

Series 63

Industry experience

25 years

About

George Lang is a financial advisor with Cetera, holding a Series 63 designation and 25 years of industry experience. His prior roles include positions at Avantax Investment Services, Avantax Insurance Services, and GAF Financial Group. In addition to his advisory work, he owns an accounting and tax preparation firm, George A Lang CPA, which he has operated since 1984. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

Locust Valley, NY

Most active in

New York

Work history

Cetera

2025 - Present (1 year)

Cetera Wealth Services, LLC

2025 - Present (1 year)

GAF Financial Group

2016 - Present (10 years)

Avantax Investment Services, INC.

2003 - 2025 (22 years)

Avantax Insurance Agency and/or Avantax Insurance Services

2001 - 2025 (24 years)

George A Lang CPA

1984 - Present (42 years)

George A Lang CPA

1984 - Present (42 years)

George Lang CPA

1980 - Present (46 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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