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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Albrecht, Viggiano, Zureck & Co., P.C. | Hauppauge | NY | 01/1977 | 12/2021 |
| 1St Global Capital Corp | Hauppauge | NY | 09/1999 | 10/2019 |
| Avantax Insurance Services, Inc. | Sayville | NY | 10/2003 | 09/2025 |
| 1St Global Advisors Inc. | Hauppauge | NY | 06/2007 | 10/2019 |
| Avantax Investment Services, Inc. | Sayville | NY | 10/2019 | 09/2025 |
| Avantax Advisory Services | Sayville | NY | 10/2019 | 09/2025 |
| Thomas Murray, Cpa | Sayville | NY | 12/2021 | Present |
| Cetera Wealth Services, Llc | Sayville | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) W.B.JR. IRREVOCABLE TRUST POSITION: TRUSTEE NATURE: ILIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/14/2015 ADDRESS: Hauppauge NY 11788, United States DESCRIPTION: Payment of insurance premiums.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-10-25 |
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