Roman Lev Wasylyn

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

• 05/2000 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 08/2008 → Present
  The Cheesecake Factory, Inc.
  Calabasas, CA
• 11/2001 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1)TAX PRAC-SOLE PROPRIETOR SINCE 81-TAX PREP SVCS-10HR/WK; 2) NAME OF OTHER BUSINESS: THE CHEESECAKE FACTORY INC; INVESTMENT RELATED: NO; ADDRESS: 26901 MALIBU HILLS RD CALABASAS CA 91301; NATURE OF BUSINESS: RESTAURANT; START DATE: 10/2008; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT, TAX; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR CORPORATE TAX MATTERS; 3) NAME OF OTHER BUSINESS: TAX EXECUTIVES INSTITUTE INC ; INVESTMENT RELATED: NO ; ADDRESS: 1266 G ST NW, WASHUNGTON DC 20005 ; NATURE OF BUSINESS: TAX PROFESSIONAL ORGANIZATION ; START DATE: 01/1998 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: ADVISE CHAPTER OFFICERS HOW TO CONDUCT CHAPTER ACTIVITIES

Exams

• S66 Uniform Combined State Law Examination
  2000-09-01