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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
8000 I.H. 10 West Suite 600, San Antonio, TX 78230 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services, Inc. | San Antonio | TX | 06/2013 | 06/2019 |
| Foresters Advisory Services | San Antonio | TX | 02/2018 | 06/2019 |
| Thrivent Investment Management Inc | San Antonio | TX | 11/2019 | 01/2020 |
| Various Insurance Carriers For W&R Insurance Agencies | San Antonio | TX | 03/2020 | 07/2021 |
| Waddell & Reed, Inc. | San Antonio | TX | 03/2020 | 07/2021 |
| Foresters Financial Services, Inc. | San Antonio | TX | 03/2013 | 08/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 08/2021 | 11/2022 |
| Kestra Investment Services, Llc | San Antonio | TX | 01/2023 | 03/2025 |
| Kestra Advisory Services, Llc | San Antonio | TX | 01/2023 | 03/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2025 | Present |
| Unemployed | San Antonio | TX | 08/2019 | 11/2019 |
| Unemployed | San Antonio | TX | 01/2020 | 03/2020 |
| Unemployed | San Antonio | TX | 07/2021 | 08/2021 |
| Unemployed | San Antonio | TX | 11/2022 | 01/2023 |
| Cetera Investment Advisers Llc | San Antonio | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-24 |
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