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Linda Bianco Miller

Cetera Investment Advisers LLC

White Plains, NY

CRD 2558935

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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
NY RA APPROVED 2023-06-29
  • NY RA
    APPROVED
    Since 2023-06-29

Branch Locations

4 W Red Oak Ln Ste 110, White Plains, NY 10604 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Wealth Services, Llc El Segundo CA 09/2013 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
Other Businesses

1. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 09/03/2013, 2HRS/WK (TRADING HOURS), INSURANCE AGENT - SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 2. WESTMINSTER U.S.A. LTD., NOT INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, PENSION ACTUARIAL SERVICE, START 11/06/1990, 5-15 HRS/WK (TRADING HOURS), CHIEF ACTUARY - CONSULTING, ACTUARIAL, & ADMINISTRATIVE SERVICES; 3. RESOURCE TECHNOLOGIES, INC., NOT INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, PENSION ACTUARIAL SERVICE, START 07/22/1997, 5-10 HRS/WK (TRADING HOURS), CHIEF ACTUARY - CONSULTING, ACTUARIAL, & ADMINISTRATIVE SERVICES; 4. UNITED STATES FINANCIAL CORPORATION, NOT INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, INSURANCE PRODUCTS: SALES SERVICE, START 12/07/1994, 0-3 HRS/WK (TRADING HOURS), ADMINISTRATIVE/COMPUTATIONAL/ANALYTICAL ASSISTANCE; 5. CONSOLIDATED FINANCIAL SERVICES CORPORATION, NOT INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, INSURANCE PRODUCTS: SALES & SERVICE, START 07/12/1991, 0-3 HRS/WK (TRADING HOURS), ADMINISTRATIVE/COMPUTATIONAL/ANALYTICAL ASSISTANCE; 6. NATIVE AMERICAN FINANCIAL CORPORATION, NOT INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, INSURANCE PRODUCTS: SALES SERVICE, START 05/13/2003, 0-3 HRS/WK (TRADING HOURS), ADMINISTRATIVE/COMPUTATIONAL/ANALYTICAL ASSISTANCE; 7. WESTCHESTER NEEDLE ARTISTS CHAPTER OF THE AMERICAN NEEDLE POINT GUILD, NOT INVESTMENT RELATED, 2424 AMERICAN LANE, MADISON, WI 53704, NEEDLEPOINT ACTIVITY, START 09/2012, 1-2 HRS/WK (NON-TRADING HOURS), TREASURER; 8. NAME OF OTHER BUSINESS: THE OSBORN INVESTMENT RELATED: NO ADDRESS: 101 THEALL RD RYE NY 10580 NATURE OF BUSINESS: NON-PROFIT RETIREMENT COMMUNITY START DATE: 5/2017 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: TRUSTEE BRIEF DESCRIPTION OF DUTIES: GOVERN & GUIDE COMMUNITY

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-01-11
  • S63 Uniform Securities Agent State Law Examination
    1995-01-11

View on SEC IAPD

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