Richard Lehrer

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2001 → Present
  Financial Solutions Group, Inc.
  Temple Terrace, FL
• 09/2014 → 06/2021
  Voya Financial Advisors
  Tampa, FL
• 05/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2001-05-25 → 2021-06-11
  Voya Financial Advisors, Inc.
  Neptune Beach, FL
  Jacksonville, FL
  Tampa, FL
  Neptune Beach, FL
  Windsor, CT
  Tampa, FL

Other Businesses

1. NAME OF OTHER BUSINESS: FINANCIAL SOLUTIONS GROUP, INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA START DATE: 1/29/2002 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 160 APX NUMBER OF HOURS DURING TRADING HOURS: 160 BRIEF DESCRIPTION OF DUTIES: SALE OF FIXED INSURANCE AND INVESTMENTS 2.. NAME OF OTHER BUSINESS: INDEPENDENT INSURANCE AGENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 1/29/2002 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-17
• S63 Uniform Securities Agent State Law Examination
  1997-08-26

Other Names

• Rick Lehrer
• Richard Lehrer
• Richard L Lehrer