Paul Crawford Mcbeth

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

• 01/2009 → 12/2020
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 12/2020 → Present
  Cetera Advisors Llc
  Denver, CO
• 01/2018 → 12/2024
  Glm Acquisitions
  Pittsburgh, PA
• 01/1995 → Present
  Lewis, Mcbeth & D'AMbrosio
  Pittsburgh, PA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2011-06-17 → 2020-12-22
  Osaic Services, Inc.
  Pittsburgh, PA

Other Businesses

1. LEWIS, MCBETH & D'AMBROSIO, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, EXPENSE MANAGEMENT, STARTED 01/1995, POSITION/TITLE/RELATIONSHIP: PARTNER, APX 2 HOURS PER WEEK, DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ENTITY FOR THE HIRING OF EMPLOYEES, RENTING SPACE, LEASING COPIERS, ETC.; 2. NAME OF OTHER BUSINESS: INTERGEN ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-06
• S63 Uniform Securities Agent State Law Examination
  1995-06-14

Other Names

• Ford Mcbeth