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Summer Annmarie Cullen

Cetera Investment Advisers LLC

Newport Beach, CA

CRD 8258443

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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
CA RA APPROVED_RES 2026-07-02
  • CA RA
    APPROVED_RES
    Since 2026-07-02

Branch Locations

4695 Macarthur Court, Newport Beach, CA 92660 • 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
Cetera Investment Advisers Llc Schaumburg IL 06/2026 Present
Ghost Mgmt Irvine CA 10/2023 Present
Johnson Injury Law Aliso Viejo CA 09/2022 10/2023
Estancia High School Costa Mesa CA 08/2014 06/2018
San Diego State University San Diego CA 06/2018 09/2022
  • 06/2026 → Present
    Schaumburg, IL
  • 10/2023 → Present
    Ghost Mgmt
    Irvine, CA
  • 09/2022 → 10/2023
    Johnson Injury Law
    Aliso Viejo, CA
  • 08/2014 → 06/2018
    Estancia High School
    Costa Mesa, CA
  • 06/2018 → 09/2022
    San Diego State University
    San Diego, CA
Other Names
  • Summer Cullen

View on SEC IAPD

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