Brett Roger Valderas

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

• 06/2013 → 04/2018
  Independent Contractor
  Dallas, TX
• 05/2018 → 11/2018
  Megatel Homes
  Farmers Branch, TX
• 01/2019 → 04/2019
  Gehan Homes
  Addison, TX
• 04/2019 → 05/2019
  Academy Sports
  Denton, TX
• 05/2019 → 01/2020
  Redfin Corporation
  Frisco, TX
• 11/2019 → 09/2021
  Cabot Lodge Securities Llc
  New York, NY
• 02/2020 → 08/2021
  Wentworth Management Services
  Frisco, TX
• 11/2020 → 09/2021
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY
• 10/2021 → 09/2025
  Avantax Investment Services, Inc.
  Dallas, TX
• 07/2023 → 09/2025
  Avantax Advisory Services
  Dallas, TX
• 08/2024 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 08/2024 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 08/2024 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 08/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-07-24 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX

Other Businesses

1) White Rock Referral Maker; Non-Investment Related; 2504 Stanford Dr., Flower Mound, TX 75022; Real Estate; Title - Agent; Start - 9/2021; 1 Hr/Mth; 0 During Securities Trading Hrs; Assist Realtors with Open Houses & Showings

Exams

• S66 Uniform Combined State Law Examination
  2023-07-20
• S63 Uniform Securities Agent State Law Examination
  2020-02-16

Other Names

• Brett Roger Valderas
• Brett Valderas