Christian Nally

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

• 06/2020 → 07/2021
  Securian Financial Services
  Saint Paul, MN
• 06/2020 → 07/2021
  Minnesota Life Insurance Company
  Saint Paul, MN
• 06/2020 → 07/2021
  Allied Wealth Partners
  Uniondale, NY
• 06/2010 → 08/2019
  Levittown Public Schools
  Levittown, NY
• 08/2015 → 12/2019
  Farmingdale State College
  Farmingdale, NY
• 12/2018 → 04/2020
  Murphy Financial Group
  Smithtown, NY
• 02/2020 → 06/2020
  Securian Financial Services
  Saint Paul, MN
• 02/2020 → 06/2020
  Allied Wealth Partners
  Uniondale, NY
• 06/2011 → 10/2021
  Levittown Public Schools
  Levittown, NY
• 07/2021 → 08/2023
  Securian Financial Services
  Saint Paul, MN
• 07/2021 → Present
  Allied Wealth Partners
  Uniondale, NY
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Uniondale, NY
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-02-09 → 2023-08-10
  Securian Financial Services, Inc.
  Uniondale, NY
  St. Paul, MN

Exams

• S66 Uniform Combined State Law Examination
  2020-11-28