Sathesh Janaki

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

• 05/2018 → 06/2018
  Advisors Asset Management, Inc
  Monument, CO
• 01/2019 → Present
  Massmutual Life Insurance Company
  Houston, TX
• 03/2019 → 06/2021
  Mml Investors Services Llc
  Houston, TX
• 07/2012 → Present
  Madu, Inc.
  Corpus Christi, TX
• 03/2014 → 09/2017
  Allstate Financial Services
  San Antonio, TX
• 05/2021 → Present
  Totus Wealth Management
  The Woodlands, TX
• 05/2021 → Present
  Eden'S Dawn
  Corpus Christi, TX
• 05/2021 → Present
  Heavy Is The Head
  Corpus Christi, TX
• 06/2021 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-05-31 → 2021-06-28
  Mml Investors Services, Llc
  Houston, TX
• 2018-05-15 → 2018-06-07
  Advisors Asset Management, Inc.
  Boerne, TX
• 2014-03-24 → 2017-09-07
  Allstate Financial Advisors, Llc
  Universal City, TX
  San Antonio, TX
• 2009-12-17 → 2014-02-26
  Usaa Financial Planning Services
  San Antonio, TX
• 2008-01-28 → 2009-05-13
  Ubs Financial Services Inc.
  Corpus Christi, TX

Other Businesses

1)TOTUS WEALTH MANAGEMENT, INVESTMENT RELATED, 8505 TECHNOLOGY FOREST PLACE, STE 604, THE WOODLANDS, TX, 77381, FINANCIAL SERVICES, STARTED 05/2021, FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2) MADU, INC, NOT INVESTMENT RELATED, SAME AS RESIDENTIAL LOCATION, REAL ESTATE, STARTED 05/2012, POSITION/TITLE/RELATIONSHIP: PARTNER, APX 2 HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: MAINTENANCE OF PROPERTIES; 3) ASHA PROPERTY LLC, NOT INVESTMENT RELATED, SAME AS RESIDENTIAL LOCATION, REAL ESTATE, STARTED 08/2013, POSITION/TITLE/RELATIONSHIP: PRESIDENT, APX 10 HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: HOLDS RENTAL PROPERTIES; 4) GRIZZLY RECOVERY LLC, NOT INVESTMENT RELATED, SAME AS RESIDENTIAL LOCATION, EQUIPMENT, STARTED 08/2019, POSITION/TITLE/RELATIONSHIP: CONSULTANT, APX 2 HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: TOW TRUCKS; 5) GRIZZLY VENTURES, NOT INVESTMENT RELATED, SAME AS RESIDENTIAL LOCATION, EQUIPMENT, STARTED 08/2019, POSITION/TITLE/RELATIONSHIP: CONSULTANT, APX 2 HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: TOW TRUCKS; 6) EDEN'S DAWN, NOT INVESTMENT RELATED, SAME AS RESIDENTIAL LOCATION, MUSIC, STARTED 05/2021, POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER, APX 7 HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: MUSIC DISTRIBUTION AND MERCHANDISE. 7) HEAVY IS THE HEAD, NOT INVESTMENT RELATED, SAME AS RESIDENTIAL LOCATION, MUSIC, STARTED 05/2021, POSITION/TITLE/RELATIONSHIP: PARTNER, APX 20 HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: CONDUCT SHOWS AND CONCERTS; 8) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 12/2021, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE

Exams

• S66 Uniform Combined State Law Examination
  2008-01-25