Deepak Atmaram Kotwal

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

• 01/2009 → 12/2020
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 12/2020 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 05/1994 → 12/2024
  Mon Valley Pathology Associates
  Pittsburgh, PA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-01-15 → 2020-12-22
  Osaic Services, Inc.
  Pittsburgh, PA

Other Businesses

1. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE 11/1990, INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, HEALTH, DISABILITY, AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: INTERGEN ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-13
• S63 Uniform Securities Agent State Law Examination
  1990-11-01

Designations

• Certified Financial Planner

Other Names

• Deepak Atmaram Deekotwal