Edward Biers

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

• 10/2016 → 09/2019
  Summit Brokerage Services, Inc.
  Boca Raton, FL
• 10/2016 → 05/2021
  Summit Financial Group Inc
  Boca Raton, FL
• 10/2016 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Boca Raton, FL

Previous Registrations

• 2016-10-19 → 2021-05-20
  Summit Financial Group Inc
  Boca Raton, FL
• 2012-06-07 → 2016-10-21
  Nfsg Corporation
  Boca Raton, FL
• 2009-05-26 → 2012-05-14
  Summit Financial Group Inc
  Boca Raton, FL
• 1991-06-05 → 2009-01-29
  Ameriprise Financial Services, Llc
  Stuart, FL
  Deerfield Beach, FL
  Stuart, FL
  Miami, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-02
• S63 Uniform Securities Agent State Law Examination
  1993-07-02

Other Names

• Ed Biers