Elzie Nathaniel Ross

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

• 04/2010 → 06/2018
  T-Mobile
  Bellerose, NY
• 07/2016 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 07/2016 → 04/2025
  Equitable Advisors, Llc
  New York, NY
• 06/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2025 → Present
  Cetera Investment Advisors Llc
  Westbury, NY

Previous Registrations

• 2016-11-14 → 2025-04-08
  Equitable Advisors, Llc
  Melville, NY
  Valley Stream, NY

Other Businesses

1. THE QAE GROUP, DBA FOR CETERA BUSINESS, 33% OWNER 2. OWNER OF KB ENTERTAINMENT/KNOCKOUT BOYZ; HOST SOCIAL EVENTS, PROVIDE MARKETING SERVICES AND SING/ACT/SONGWRITE AND PRODUCE MUSIC; 2 HRS/WK

Exams

• S66 Uniform Combined State Law Examination
  2016-11-08

Other Names

• Elzie Ross