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Cetera Investment Advisers LLC CRD 105644
$257B regulatory AUM 24,019 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Georgia Tech | Atlanta | GA | 01/2000 | 12/2019 |
| Cta Financial | Conyers | GA | 01/2007 | Present |
| H.D. Vest Investment Services | Lithonia | GA | 01/2013 | 11/2017 |
| Hd Vest Advisory Services | Lithonia | GA | 07/2013 | 11/2017 |
| Avantax Investment Services, Inc. | Conyers | GA | 11/2017 | 09/2025 |
| Avantax Advisory Services | Conyers | GA | 11/2017 | 09/2025 |
| Intuit | Tucscon | AZ | 01/2024 | 02/2024 |
| Georgia Institute Of Technology | Atlanta | GA | 01/2024 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Conyers | GA | 12/2011 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Conyers | GA | 12/2011 | 09/2025 |
| Cetera Wealth Services, Llc | Conyers | GA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Taxwell | Conyers | GA | 02/2026 | Present |
1) CTA Financial 3040 Tucker Mill Rd SW~Conyers~GA~30094~Accounting Services/Tax Preparation~Owner~1/1/2007~38hrs~40hrs~In this business, I meet with individuals as well as businesses to complete either accounting or tax preparation and sometimes both. 2) Back on My Feet Atlanta 21 Bell Street NE~Atlanta~GA~30303~Board Position/Officer~Other~1/7/2020~4hrs~0hrs~My duties are only on the advisory board level. I do not have fiduciary responsibilities. Back on My Feet does have a governing board which exercises fiduciary duties.| 3) IVY HAYWOOD EDUCATION INITIATIVE, INC POSITION: Team Leader and Accounting NATURE: I am a volunteer to this mission organization which pays school fees for students in Uganda, Africa whose families are poverty stricken. I visit the family and students in Uganda to determine if there is a need and assist with putting the students on a list for sponsors who are in the US. I also sponsor students myself. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 3040 Tucker Mill Rd SW, Conyers GA 30094, United States DESCRIPTION: 1. Visit family and students recommended by the school. 2. Meet with students who are already sponsored to motivate and encourage.3. Accounting and tax preparation for the non-profit4. Presentation of my travel to potential student sponsors 4) Discover Point Church; Trustee Board; It is a volunteer position at my community church to assist the executive pastor along with the other trustees to review the financial reports and have accountability with expenses made.; NIR; 0; 04/02/2023; 1605 Hwy 138 SE Conyers GA 30012; 1. Review monthly financial reports2. Review church accounting practices2. Approve new expenses greater than $1,0003. Serve with the counting team 5) Georgia Institute of Technology (1); Employee; Mass Spectrometry Core Lab Coordinator; NIR; 56; 01/22/2024; Georgia Institute of Technology Atlanta GA 30032; Analyze science research samples using mass spectrometry. 6) NAME OF OTHER BUSINESS: TAXWELL; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 2/2026; POSITION/TITLE/RELATIONSHIP: TAX EXPERT; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROVIDE EXPERT TAX GUIDANCE AND ADVICE;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-06 |
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