Adam Rekasie

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

• 07/2016 → 02/2023
  Citizens Securities, Inc.
  Pittsburgh, PA
• 02/2023 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 02/2023 → Present
  Cetera Investment Advisers Llc
  Canonsburg, PA

Previous Registrations

• 2016-07-14 → 2023-02-06
  Citizens Securities, Inc.
  Pittsburgh, PA
  Bellevue, PA
  Mercer, PA
  Leechburg, PA
  Lower Burrell, PA
  New Kensington, PA
  New Kensington, PA
  Oakmont, PA
  Pittsburgh, PA
  Ambridge, PA
  Monroeville, PA
  Oakmont, PA
  Ambridge, PA
  Bethel Park, PA
  Pittsburgh, PA
  Leetsdale, PA
  Sewickley, PA
  Bellevue, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Bethel Park, PA
  Pittsburgh, PA
• 2014-06-26 → 2016-07-12
  Pnc Wealth Management Llc
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Natrona Heights, PA
• 2012-12-13 → 2014-03-26
  Pnc Wealth Management Llc
  Columbus, OH
  Mars, PA
  Wexford, PA
  Pittsburgh, PA
  Pittsburgh, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-12-12
• S63 Uniform Securities Agent State Law Examination
  2007-09-24