Drew Fisher Catanese

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

• 09/2013 → 01/2017
  Waddell & Reed, Inc
  Austin, TX
• 05/2014 → 01/2017
  Various Insurance Carriers For W&R Insurance Agencies
  Austin, TX
• 01/2017 → 03/2017
  Msi Financial Services Inc.
  Tampa, FL
• 03/2017 → 01/2022
  Mml Investors Services, Llc
  Tampa, FL
• 07/2016 → 01/2022
  Massmutual Life Insurance Co
  Tampa, FL
• 01/2022 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 01/2022 → Present
  Cetera Investment Advisers Llc
  Tampa, FL

Previous Registrations

• 2017-03-25 → 2022-01-25
  Mml Investors Services, Llc
  Tampa, FL
• 2017-01-27 → 2017-03-25
  Msi Financial Services, Inc.
  Tampa, FL
• 2014-03-17 → 2017-01-30
  Waddell & Reed
  Columbia, SC
  Austin, TX

Other Businesses

1) AUTHOR, "A PATHWAY TO FINANCIAL INDEPENDENCE FOR YOUNG ADULTS" 2) LEGACY RENEWALS OF FIXED INSURANCE

Exams

• S66 Uniform Combined State Law Examination
  2014-03-15