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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cssc Investment Advisory Services, Inc. | Winter Park | FL | 06/2003 | 06/2018 |
| Cssc Brokerage Services, Inc. | Winter Park | FL | 03/2007 | 06/2018 |
| 1St Global Capital Corp. | Winter Park | FL | 06/2018 | 10/2019 |
| 1St Global Advisors, Inc. | Winter Park | FL | 06/2018 | 10/2019 |
| Park Wealth Partners, Llc | Winter Park | FL | 01/2019 | Present |
| Avantax Insurance Services, Inc. | Winter Park | FL | 06/2018 | 09/2025 |
| Avantax Advisory Services | Winter Park | FL | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Winter Park | FL | 10/2019 | 09/2025 |
| Bryant Consulting Llc | Winter Park | FL | 01/2006 | Present |
| Avantax Insurance Agency | Mills River | NC | 03/2019 | 09/2025 |
| Cetera Investment Advisors, Llc | Schaumburg | IL | 08/2025 | Present |
| Cetera Wealth Services, Llc | Winter Park | FL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Winter Park | FL | 09/2025 | Present |
1) VERA J STEINFELD IRREVOCABLE 2012 IRREVOCABLE INSURANCE TRUST POSITION: Trustee NATURE: Collect cash gifts from donor and make life insurance premium payments. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/27/2012 ADDRESS: 180 Park Avenue North, Suite 2A, Winter Park FL 32789, United States DESCRIPTION: See above. 2) PARK WEALTH PARTNERS LLC POSITION: financial advisor NATURE: New LLC to replace Bryant Consulting Investment Management LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 40 START DATE: 01/05/2019 ADDRESS: 180 Park Avenue North, Suite 2A, Winter Park FL 32789, United States DESCRIPTION: Financial Advisor Financial advice, Investment management, insurance. 3) Vera J Steinfeld Irrevocable 2012 Irrevocable Insurance Trust; Trustee; Collect cash gifts from donor and make life insurance premium payments.; NIR; 1; 08/27/2012; 180 Park Avenue North, Suite 2A Winter Park FL 32789; See above. 4) Park Wealth Partners LLC; financial advisor; New LLC to replace Bryant Consulting Investment Management LLC; IR; 40; 01/05/2019; 180 Park Avenue North, Suite 2A Winter Park FL 32789; Financial AdvisorFinancial advice, Investment management, insurance. 5) BRYANT CONSULTING LLC POSITION: President NATURE: CPA consulting practice. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/10/2006 ADDRESS: 180 Park Avenue North, Suite 2A, Winter Park FL 32789, United States DESCRIPTION: Consult with clients regarding varoius matters including income, estate and trust taxation, litigation services, expert witness services (not security related) and general business matters.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-03-01 |
| S65 | Uniform Investment Adviser Law Examination | 1998-08-17 |
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