Thomas Joseph Mcbride

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

• 09/2014 → 06/2021
  Voya Financial Advisors
  Raynham, MA
• 01/2018 → 01/2023
  North Penn School District
  Lansdale, PA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2003-07-16 → 2021-06-09
  Voya Financial Advisors, Inc.
  Lansdale, PA
  Braintree, MA
  Windsor, CT

Other Businesses

1.) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 21 S VALLEY FORGE RD UNIT 203; LANSDALE; PA; 19446; fixed insurance sales; independent insurance agent; 4/21/2003; 160; 160; sales of fixed insurance products| 3.) NAME OF ENTITY: Thomas McBride-Musician; No; 21 S Valley Forge Rd; Lansdale; PA; 19446; MUSICIAN; Musician; 4/1/2018; 25; 12; participation in musical production of various plays, performances and musicals at area theaters and schools.|

Exams

• S66 Uniform Combined State Law Examination
  2003-07-11
• S63 Uniform Securities Agent State Law Examination
  1996-09-23