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Cetera Investment Advisers LLC CRD 105644
$257B regulatory AUM 24,019 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-06-25 |
Branch Locations
4220 William Penn Hwy, Monroeville, PA 15146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St.CLoud | MN | 02/2014 | Present |
| Fnb | Monroeville | PA | 05/2000 | Present |
| Cetera Investment Advisers Llc | Monroeville | PA | 06/2019 | Present |
1.)ELIGIBLE TO RECEIVE REFERRAL FEES FROM TRUST DEPARTMENT. 2.) FIXED LIFE INSURANCE SALES OUTSIDE OF CETERA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-30 |
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