Varkey V Babukutty

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

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2017 → Present
  Babukutty Financial
  Houston, TX
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. V.V. BABUKUTTY, CPA/PFS, CFP - TAX PLANNING AND TAX RETURN PREPARATION. WORK 10 HOURS/WEEK; COMPRISES 10% OF TOTAL INCOME AND 30% OF TOTAL WORK TIME; 2. NAME OF OTHER BUSINESS: BABUKUTTY FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 2/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR & CPA BRIEF DESCRIPTION OF DUTIES: DBA

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-03-04

Designations

• Certified Financial Planner

Other Names

• V V Babukutty