Andrew Clifford Squire Parrott

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

• 02/2016 → 12/2020
  Edward Jones
  Saint Louis, MO
• 01/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2024 → Present
  Clifford Square Wealth Advisors
  Walnut Creek, CA

Previous Registrations

• 2016-06-10 → 2021-01-11
  Edward Jones
  Walnut Creek, CA
  Lafayette, CA
  St Louis, MO
  Pleasant Hill, CA

Other Businesses

(1) NAME OF OTHER BUSINESS: LAMORINDA RUGBY FOOTBALL CLUB; INVESTMENT RELATED: NO; ADDRESS: P O BOX 1908 LAFAYETTE CA 94549; NATURE OF BUSINESS: RUGBY CLUB; START DATE: 7/2021; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: LEADING MEETINGS, DECISION MAKING REGARDING CLUB OPERATIONS; 2. NAME OF OTHER BUSINESS: LAFAYETTE WATER POLO FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: P.O.BOX 1791, LAFAYETTE, CA 94549; NATURE OF BUSINESS: BOARD; START DATE: 5/2025; POSITION/TITLE/RELATIONSHIP: SECRETARY; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TAKING MINUTES AT BOARD MEETINGS; (2) NAME OF OTHER BUSINESS: CLIFFORD SQUARE WEALTH ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: OWNER/FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 60; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2016-04-20

Other Names

• Andrew Parrott