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Myles Boyd Zlepper

Cetera Investment Advisers LLC

Saint Louis, MO

CRD 2206304

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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
MO RA APPROVED 2023-06-29
TX RA APPROVED_RES 2023-06-29
  • MO RA
    APPROVED
    Since 2023-06-29
  • TX RA
    APPROVED_RES
    Since 2023-06-29

Branch Locations

11433 Olde Cabin Road Ste 250, Saint Louis, MO 63141 • 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
Voya Financial Advisors St Louis MO 09/2014 06/2021
Cetera Wealth Services, Llc El Segundo CA 06/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
  • 09/2014 → 06/2021
    Voya Financial Advisors
    St Louis, MO
  • 06/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
Previous Registrations
Other Businesses

1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 12312 OLIVE BLVD STE 600; ST LOUIS; MO; 63141; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 6/14/2009; 160; 160; SALES OF FIXED INSURANCE PRODUCTS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-23
S63 Uniform Securities Agent State Law Examination 1992-02-18
  • S66 Uniform Combined State Law Examination
    2007-08-23
  • S63 Uniform Securities Agent State Law Examination
    1992-02-18

View on SEC IAPD

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