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Phillip Adam Coley

Cetera Investment Advisers LLC

Winston-Salem, NC

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Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-20
  • NC RA
    APPROVED
    Since 2026-03-20

Branch Locations

161 S Stratford Road, Winston-Salem, NC 27104 • 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
Wells Fargo Clearing Services, Llc. Lewisville NC 07/2018 10/2018
Wells Fargo Bank Na Lewisville NC 10/2014 07/2018
First National Bank Of Pa Kernersville NC 10/2018 Present
Cetera Investment Services Llc St Cloud MN 01/2026 Present
Cetera Investment Advisers Llc Winston-Salem NC 03/2026 Present
  • 07/2018 → 10/2018
    Wells Fargo Clearing Services, Llc.
    Lewisville, NC
  • 10/2014 → 07/2018
    Wells Fargo Bank Na
    Lewisville, NC
  • 10/2018 → Present
    First National Bank Of Pa
    Kernersville, NC
  • 01/2026 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 03/2026 → Present
    Cetera Investment Advisers Llc
    Winston-Salem, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-20
  • S66 Uniform Combined State Law Examination
    2026-03-20

View on SEC IAPD

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Other Offices

SALEM INVESTMENT COUNSELORS INC · WINSTON SALEM, NC
JT STRATFORD, LLC · WINSTON-SALEM, NC
DARDA FINANCIAL · WINSTON-SALEM, NC
FIRST CITIZENS INVESTOR SERVICES, INC. · WINSTON-SALEM, NC
CETERA INVESTMENT ADVISERS LLC · WINSTON-SALEM, NC
PRINCIPAL SECURITIES, INC. · WINSTON SALEM, NC
PARK AVENUE SECURITIES LLC · WINSTON-SALEM, NC
VIRTUE CAPITAL MANAGEMENT, LLC · WINSTON-SALEM, NC

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