Nathaniel Biddick

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

• 10/2007 → 10/2019
  1St Global Capital Corp
  Dallas, TX
• 11/2007 → 09/2025
  Avantax Insurance Services, Inc.
  Dallas, TX
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Dallas, TX
• 10/2019 → 09/2025
  Avantax Advisory Services
  Dallas, TX
• 07/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2024 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Dallas, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Irving, TX
  Denton, TX
  Dallas, TX
• 2012-04-20 → 2019-10-25
  1St Global Advisors Inc
  Dallas, TX
• 2007-03-26 → 2007-09-14
  Edward Jones
  St Louis, MO
  Garland, TX

Exams

• S66 Uniform Combined State Law Examination
  2007-03-09

Designations

• Certified Financial Planner

Other Names

• Nate Biddick
• Nathaniel Francis Biddick