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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Advisory Services, Llc | Haverford | PA | 04/2016 | 02/2024 |
| Kestra Investment Services, Llc | Haverford | PA | 02/2016 | 02/2024 |
| The Morris Financial Group | Haverford | PA | 04/2016 | Present |
| Avantax Investment Services Inc. | Haverford | PA | 02/2024 | 09/2025 |
| Avantax Advisory Services | Haverford | PA | 02/2024 | 09/2025 |
| Avantax Insurance Agency, Llc | Haverford | PA | 02/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Ardmore | PA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1)The Morris Financial Group; Sole Proprietor; DBA for Marketing purposes for Investments and or investment related services. Portfolio Construction, Retirement Planning, Portfolio monitoring, Investment Planning, Need based insurance planning?; IR; 130; 04/16/2016; 551 W. Lancaster Ave Haverford PA 19041; Portfolio Construction, Retirement Planning, Portfolio monitoring, Investment Planning, Need based insurance planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-09 |
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