Carrie Anne Topel

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

• 11/1994 → Present
  Topel & Silver Cpas
  Manalapan, NJ
• 01/2013 → Present
  Cetera Advisors Llc
  El Segundo, CA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2002-07-23 → 2007-09-19
  New England Securities
  Wall Township, NJ
  Manalapan, NJ
  Neptune, NJ

Other Businesses

1. TOPEL AND SILVER CPAS, 29 PLAZA 9, MANALAPAN, NJ, 07726, CPA FIRM, $70,000/YR.

Exams

• S66 Uniform Combined State Law Examination
  1999-12-17

Other Names

• Carrie Anne Zelinsky
• Carrie Anne Musialowicz