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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-08 |
Branch Locations
837 Park Avenue Meadville, Meadville, PA 16335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Erie | PA | 11/2013 | 09/2016 |
| First Niagara Bank | Erie | PA | 11/2013 | 09/2016 |
| Key Investment Services Llc | Erie | PA | 09/2016 | 01/2017 |
| Key Bank | Erie | PA | 09/2016 | 01/2017 |
| Key Investment Services, Llc | Cleveland | OH | 01/2017 | 10/2021 |
| Keybank | Erie | PA | 01/2017 | 10/2021 |
| Keybank | Erie | PA | 10/2021 | 08/2022 |
| Key Investments Services | Cleveland | OH | 10/2021 | 08/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 09/2022 | Present |
| Cetera Investment Advisers Llc | Meadville | PA | 09/2022 | Present |
| First National Bank Of Pa | Meadville | PA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-05 |
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