Isaac Richard Montieth

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

• 06/2024 → 09/2024
  The Salty Rim
  Corolla, NC
• 08/2023 → 05/2024
  Full Time Student
  Blacksburg Va, VA
• 08/2022 → 05/2023
  Full Time Student
  Blacksburg, VA
• 08/2021 → 05/2022
  Full Time Student
  Blacksburg, VA
• 08/2020 → 05/2021
  Full Time Student
  Blacksburg, VA
• 08/2019 → 05/2020
  Full Time Student
  Yorktown, VA
• 05/2023 → 08/2023
  Corolla Cantina
  Corolla, NC
• 05/2022 → 08/2022
  Paradise Ocean Club
  Fort Monroe, VA
• 05/2021 → 08/2021
  Paradise Ocean Club
  Fort Monroe, VA
• 05/2020 → 08/2020
  Paradise Ocean Club
  Fort Monroe, VA
• 05/2019 → 08/2019
  Paradise Ocean Club
  Fort Monroe, VA
• 09/2024 → 10/2025
  Unemployed
  Corolla, NC
• 08/2014 → 05/2019
  Full Time Student/Unemployed
  Yorktown, VA
• 10/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: LIFE INSURANCE, SECURITIES, BUSINESS PLANNING, FINANCIAL PLANNING;

Exams

• S66 Uniform Combined State Law Examination
  2025-05-06