Marcus Todd Alley

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

• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 10/2023 → Present
  University Of Tennessee - County Technical Advisory Services
  Nashville, TN
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2008-03-17 → 2012-04-17
  Edward Jones
  Cleveland, TN
  Cleveland, TN
  St Louis, MO

Other Businesses

(1) NAME OF OTHER BUSINESS: CLEVELAND MASONIC LODGE #134; INVESTMENT RELATED: NO; ADDRESS: 50 N OCOEE ST CLEVELAND, TN 37312; NATURE OF BUSINESS: FRATERNAL ORGANIZATION; START DATE: 03/2023; POSITION/TITLE/RELATIONSHIP: SECRETARY; APX NUMBER OF HOURS PER WEEK: 1-2; APX NUMBER OF HOURS DURING TRADING HOURS: 1-2; BRIEF DESCRIPTION OF DUTIES: KEEP A WRITTEN ACCOUNT OF LODGE TRANSACTIONS, PROVIDE TO MEMBERS, RECEIVE FUNDS DUE TO PROVIDE TO TREASURER; 2) NAME OF OTHER BUSINESS: UNIVERSITY OF TENNESSEE - COUNTY TECHNICAL ADVISORY SERVICES INVESTMENT RELATED: NO, ADDRESS: 226 ANNE DALLAS DUDLEY BLVD, SUITE 200, NASHVILLE, TN, 37312, NATURE OF BUSINESS: CONSULTING, START DATE: 10/2023, POSITION/TITLE/RELATIONSHIP: EMERGENCY/FIRE MANAGEMENT CONSULTANT, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: EMERGENCY MANAGEMENT AND FIRE MANAGEMENT CONSULTING;

Exams

• S66 Uniform Combined State Law Examination
  2008-03-15

Other Names

• Marc Alley
• Marcus Alley