Best Investors Account Sign in
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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-14
VA RA APPROVED 2025-07-14
  • TX RA
    APPROVED_RES
    Since 2025-08-14
  • VA RA
    APPROVED
    Since 2025-07-14

Branch Locations

889 Rio Est Court Suite A, Charlottesville, VA 22901 • United States

Staunton, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors, Inc North Chesterfield VA 01/2021 03/2023
Stoner Quality Water Harrisonburg VA 02/2019 01/2021
Service Pros Installation Group Charlotte NC 10/2017 02/2019
Hsrl Mount Jackson VA 07/2017 09/2017
Trim Runners Harrisonburg VA 04/2015 07/2017
Unemployed Staunton VA 03/2023 09/2023
Riddleberger Mt Crawford VA 09/2023 05/2024
Lpl Financial Llc Charlottesville VA 05/2024 07/2025
Private Advisor Group, Llc Morristown NJ 05/2024 07/2025
Blue Ridge Sports Cards Staunton VA 01/2021 Present
Wilkinson Wealth Management Staunton VA 06/2024 Present
Cetera Wealth Services, Llc El Segundo CA 07/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 07/2025 Present
  • 01/2021 → 03/2023
    North Chesterfield, VA
  • 02/2019 → 01/2021
    Stoner Quality Water
    Harrisonburg, VA
  • 10/2017 → 02/2019
    Service Pros Installation Group
    Charlotte, NC
  • 07/2017 → 09/2017
    Hsrl
    Mount Jackson, VA
  • 04/2015 → 07/2017
    Trim Runners
    Harrisonburg, VA
  • 03/2023 → 09/2023
    Unemployed
    Staunton, VA
  • 09/2023 → 05/2024
    Riddleberger
    Mt Crawford, VA
  • 05/2024 → 07/2025
    Lpl Financial Llc
    Charlottesville, VA
  • 05/2024 → 07/2025
    Morristown, NJ
  • 01/2021 → Present
    Blue Ridge Sports Cards
    Staunton, VA
  • 06/2024 → Present
    Wilkinson Wealth Management
    Staunton, VA
  • 07/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 07/2025 → Present
    Schaumburg, IL
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: WILKINSON WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR / EMPLOYEE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR; 2. NAME OF OTHER BUSINESS: BLUE RIDGE SPORTS CARDS INVESTMENT RELATED: NO ADDRESS: STAUNTON, VA NATURE OF BUSINESS: SPORTS CARDS START DATE: 01/2021 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SOLE PROPRIETORSHIP FOR BLUE RIDGE SPORTS CARDS. BUY AND SELL SPORTS CARDS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-16
  • S66 Uniform Combined State Law Examination
    2021-01-16
Other Names
  • Nathan Thurston

View on SEC IAPD

More in Charlottesville, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor