Chad Elliot Cartier

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

• 11/2010 → Present
  Pillar Plan Financial
  Cheshire, CT
• 01/2011 → 03/2017
  Ameritas Investment Corp
  Lincoln, NE
• 11/2010 → 03/2017
  Cfs Midwest
  Lincoln, NE
• 11/2010 → 03/2017
  Avocar Financial
  Nashua, NH
• 01/2015 → 03/2017
  Ameritas Life Insurance Corp
  Lincoln, NE
• 03/2017 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 03/2017 → Present
  Cetera Investment Advisers, Llc
  Schaumburg, IL
• 08/2025 → Present
  Cartier Wealth
  Cheshire, CT

Previous Registrations

• 2011-04-26 → 2017-03-23
  Ameritas Investment Company, Llc
  Hamden, CT
  Lincoln, NE
  Meriden, CT
  Andover, KS

Other Businesses

1) PILLAR PLAN FINANCIAL, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, DBA FOR INVESTMENT SERVICES, STARTED 3/2017, APX 40 HOURS PER WEEK DURING TRADING HOURS, FINANCIAL SERVICES 2) NAME OF OTHER BUSINESS: CARTIER WEALTH; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-21
• S63 Uniform Securities Agent State Law Examination
  2007-09-07

Other Names

• Chad Cartier