Susan Terwilliger

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

• 01/2016 → Present
  Smt Accounting Services, Llc
  New York, NY
• 01/2016 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 01/2016 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-09-12 → 2015-04-09
  Wells Fargo Clearing Services, Llc
  New York, NY

Other Businesses

1. NAME OF OTHER BUSINESS: SUSAN TERWILLIGER ENTERPRISES, LLC; INVESTMENT RELATED: NO; ADDRESS: MULTIPLE / NEW YORK, NY - KILLINGTON, VT; NATURE OF BUSINESS: REAL ESTATE HOLDING COMPANY; START DATE: 06/2018; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: REFINANCE HOUSE, BUILD HOME, PUT MONEY IN AND COLLECT MONEY FROM INDIVIDUALS FOR UPKEEP AND EXPENSES 2. BNI, NOT INVESTMENT RELATED. THE SILVER LEAF TAVERN. NY, NY, NETWORKING, STARTED 7/2013, PRESIDENT, 5 HOURS PER WEEK, MAY BE DURING TRADING HOURS, RUN MEETINGS 3. NAME OF OTHER BUSINESS: 1ST THURSDAY; INVESTMENT RELATED: NO; ADDRESS: 200 EAST 32ND STREET, NEW YORK, NY 10016; NATURE OF BUSINESS: PROMOTING; START DATE: 08/2016; POSITION/TITLE/RELATIONSHIP: PROMOTER; APX NUMBER OF HOURS PER WEEK: 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: ASSIST IN PROMOTING BAR.

Exams

• S66 Uniform Combined State Law Examination
  2012-05-24