Clinton Robert Smedley

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

• 03/2009 → Present
  Citadel Federal Credit Union
  Downingtown, PA
• 04/2009 → 12/2024
  Cuso Financial Services, Lp
  San Diego, CA
• 12/2024 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 12/2024 → Present
  Cetera Investment Advisers Llc
  West Chester, PA

Previous Registrations

• 2009-04-03 → 2024-12-12
  Cuso Financial Services, L.P.
  Malvern, PA
  Downington, PA
  Springfield, PA
  Glen Mills, PA
  Brookhaven, PA
  Brookhaven, PA
  West Chester, PA
  Brookhaven, PA
• 2008-01-23 → 2008-08-29
  Vanguard Advisers, Inc.
  Malvern, PA

Other Businesses

1. BOARD MEMBER FOR CPWA COMMISSION / INVESTMENTS & WEALTH INSTITUTE, ATTEND QUARTERLY MEETINGSTO HANDLE BUSINESS PERTAINING TO CPWA DESIGNATION, 0.5/HRS/WK 2. ETHICS COMMITTEE VOLUNTEER FOR INVESTMENTS & WEALTH INSTITUTE (CPWA, CIMA, RMA PROGRAMS); 15MIN/WK

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-22
• S63 Uniform Securities Agent State Law Examination
  2005-12-01

Designations

• Certified Financial Planner

Other Names

• Clint Robert Smedley