Elvis Medica

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

• 03/2015 → 01/2018
  Assetmark Brokerage, Llc
  Concord, CA
• 02/2018 → 06/2019
  Cetera Advisors Networks Llc
  El Segundo, CA
• 02/2018 → 06/2019
  Cetera Advisors Llc
  Denver, CO
• 02/2018 → 06/2019
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 02/2018 → 06/2019
  Cetera Investment Services Llc
  St Cloud, MN
• 02/2018 → 06/2019
  First Allied Securities, Inc.
  San Diego, CA
• 02/2018 → 06/2019
  Summit Brokerage Services, Inc.
  Boca Raton, FL
• 07/2019 → 04/2020
  Unemployed
  Trabuco Canyon, CA
• 04/2020 → 11/2021
  Lpl Financial Llc
  Trabuco Canyon, CA
• 01/2022 → 01/2025
  Avantax Investment Services, Inc.
  Dallas, TX
• 01/2022 → 01/2025
  Avantax Advisory Services
  Dallas, TX
• 04/2020 → 11/2021
  Financial Advocates Investment Management
  Trabuco Canyon, CA
• 04/2025 → 09/2025
  Avantax Investment Services, Inc.
  Elk Grove Village, IL
• 04/2025 → 09/2025
  Avantax Advisory Services
  Elk Grove Village, IL
• 04/2025 → Present
  Porte Brown Wealth Management, Llc
  Elk Grove Village, IL
• 08/2023 → Present
  G&M Legacy Ventures Llc
  Estero, FL
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Elk Grove Village, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Elk Grove Village, IL

Previous Registrations

• 2025-04-24 → 2025-09-05
  Avantax Advisory Services
  Elk Grove Village, IL
  Estero, FL
• 2022-01-14 → 2025-01-31
  Avantax Advisory Services
  Dallas, TX
  Trabuco Canyon, CA
  Estero, FL
• 2020-04-21 → 2021-12-17
  Financial Advocates Investment Management
  Trabuco Canyon, CA
  Olympia, WA
• 2018-02-28 → 2019-07-17
  Cetera Wealth Services, Llc
  El Segundo, CA
• 2015-03-25 → 2018-01-29
  Assetmark, Inc.
  Castle Rock, CO
• 2013-08-05 → 2015-03-26
  Lincoln Investment
  Fort Washington, PA
• 2009-10-06 → 2013-06-07
  Assetmark, Inc.
  Concord, CA
• 2005-12-19 → 2009-09-09
  Icon Advisers, Inc.
  Greenwood Village, CO

Other Businesses

1) PORTE BROWN WEALTH MANAGEMENT, LLC POSITION: Advisor NATURE: This is the entity which I provide Porte Brown Wealth Management services and investment guidance and products to my clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2025 ADDRESS: 845 Oakton Street, Elk Grove Village IL 60007, United States DESCRIPTION: My responsibilities include the following: I provide my clients with comprehensive financial planning and investment strategy development. I build and maintain long-term client relationships I work with clients and prospects on business development and network expansion 2) G&M LEGACY VENTURES, LLC POSITION: Founder/CEO NATURE: My company G&M Legacy Ventures, LLC is an online E-commerce business selling products on Amazon. Wholesale Universe is a 3rd party management company that I pay monthly to manage my Amazon store. They provide the following service for me: Ecommerce pack and ship, Amazon brand approvals, Ecommerce coaching , Third-party logistics fulfillment, and account management. We primary sell shoes and clothing and apparel. Their website is here https://wholesaleuniverseinc.com/#services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2023 ADDRESS: 20371 Three Oaks Parkway, Estero FL 33929, United States DESCRIPTION: I meet monthly with my account representative from Wholesale Universe to discuss inventory levels, sell through, turn over, shipping issues, returns, brand approvals, review revenues, and discuss strategy for growth. These calls take place during non-trading hours and generally are no longer than one hour.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-02
• S63 Uniform Securities Agent State Law Examination
  1996-06-05

Designations

• Certified Financial Planner

Other Names

• Elvis Robert Medica