Elena Debora Cumberbatch-Lynch

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

• 04/2014 → 03/2017
  Metlife Securities Inc
  Greenwood Village, CO
• 07/2016 → 06/2025
  Massmutual Life Insurance Co
  Denver, CO
• 03/2017 → 06/2025
  Mml Investors Services, Llc
  Denver, CO
• 06/2025 → Present
  Cetera Investment Services Llc
  Denver, CO
• 06/2025 → Present
  Cetera Investment Advisers Llc
  Denver, CO

Previous Registrations

• 2017-03-25 → 2025-06-11
  Mml Investors Services, Llc
  Greenwood Village, CO
  Denver, CO
  Highlands Ranch, CO
• 2014-05-01 → 2017-03-25
  Msi Financial Services, Inc.
  Greenwood Village, CO
• 2009-03-20 → 2014-04-16
  First Command Brokerage Services, Inc.
  Aurora, CO

Other Businesses

1.OWNER OF PURSEPERITY SERVICES, LLC; TAX REPORTING PURPOSES 2.STEP BY STEP FINANCIAL DBA CETERA BUSINESS, 50% OWNER

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-11-03
• S65 Uniform Investment Adviser Law Examination
  2009-03-19

Other Names

• Elena Debora Cumberbatch