Amy Kaler Webster

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Roswell, GA
• 11/2016 → 03/2020
  Wells Fargo Clearing Services, Llc
  Roswell, GA
• 09/2020 → 02/2021
  Register Financial Associates, Inc.
  Atlanta, GA
• 09/2020 → 02/2021
  Register Financial Advisors, Llc
  Atlanta, GA
• 04/2020 → 08/2020
  Unemployed
  Acworth, GA
• 02/2021 → 07/2021
  Fidelity Investments
  Alpharetta, GA
• 04/2025 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 10/2021 → 02/2025
  Truist Investment Services
  Atlanta, GA
• 08/2021 → 10/2021
  Unemployed
  Atlanta, GA
• 04/2025 → Present
  Cetera Investment Advisers Llc
  Woodstock, GA

Previous Registrations

• 2021-10-27 → 2025-02-06
  Truist Advisory Services, Inc.
  Atlanta, GA
  Atlanta, GA
• 2021-03-16 → 2021-08-04
  Fidelity Personal And Workplace Advisors
  Alpharetta, GA
• 2020-09-09 → 2021-02-11
  Register Financial Advisors, Llc
  Atlanta, GA
• 2015-07-27 → 2020-03-25
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
  Roswell, GA
  Roswell, GA
  Atlanta, GA
  Atlanta, GA
  Roswell, GA

Exams

• S66 Uniform Combined State Law Examination
  2015-10-05
• S63 Uniform Securities Agent State Law Examination
  1998-12-24

Other Names

• Amy Kaler Webster
• Amy K Webster
• Amy Gwyn Kaler