Yoram Porat

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

• 12/1998 → Present
  County College Of Morris
  Randolph, NJ
• 10/2005 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 05/2006 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2016 → Present
  Go Power Invest, Llc
  Tampa, FL

Other Businesses

1)ARU BUSINESS SERVICES, P.A; INVESTMENT RELATED; CPA FIRM-ACCOUNTING TAX PRACTICE,MANAGEMENT CONSULTING; PRESIDENT/OWNER; SD:7/00; SALES PREP. OF FIN. STMTS & TAX RETURNS; 50 HR WORK WEEK; CORP: S-CORP 100% OWNED BY ME. - 7505 ALLOWAY STREET, TAMPA, FL 33625 50 HOURS PER WEEK 2) ARU; INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; DBA FOR FINANCIAL SERVICES; START 3/2015; 20-40 HOURS/WEEK DURING TRADING HOURS; OWNER 3. NAME OF OTHER BUSINESS: GO POWER INVEST, LLC INVESTMENT RELATED: NO ADDRESS: 6702 N. GUNLOCK AVE TAMPA FL NATURE OF BUSINESS: PRIVATE INVESTMENT START DATE: 5/2016 APX NUMBER OF HOURS PER WEEK: NONE APX NUMBER OF HOURS DURING TRADING HOURS: NONE POSITION/TITLE/RELATIONSHIP: TREASURER BRIEF DESCRIPTION OF DUTIES: MAKE SURE INTEREST INCOME IS DIVIDED AMONG INVESTORS

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-02-22
• S65 Uniform Investment Adviser Law Examination
  2006-06-13

Other Names

• Ronald Porat
• Ron Porat
• Ronald Porat