Brian Keith Music

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

• 03/2010 → 09/2019
  Summit Brokerage Services Inc
  Barboursville, WV
• 03/2010 → 05/2021
  Summt Financial Group Inc
  Barboursville, WV
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-03-10 → 2021-05-20
  Summit Financial Group Inc
  Barboursville, WV
• 2009-01-02 → 2010-03-10
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
• 2003-10-14 → 2009-01-02
  Raymond James Financial Services, Inc.
  Barboursville, WV
  Barboursville, WV

Other Businesses

(1) WEALTHBRIDGE INVESTMENTS; SINCE 02/01/2013; SAME AS REGISTERED ADDRESS; OWNER; DBA NAME; 200 HOURS SPENT ON ACTIVITY PER MONTH, 175 HOURS SPENT ON ACTIVITY DURING TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-17
• S63 Uniform Securities Agent State Law Examination
  1992-12-03

Other Names

• Brian Music