Joshua Feller

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

• 01/2011 → Present
  Feller Financial Services
  Boca Raton, FL
• 09/2014 → 06/2021
  Voya Financial Advisors
  Boca Raton, FL
• 05/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-08-07 → 2021-06-11
  Voya Financial Advisors, Inc.
  Boca Raton, FL
  Fort Lauderdale, FL
  Miami, FL
  Windsor, CT
  Malden, MA

Other Businesses

NAME OF ENTITY:FELLER FINANCIAL SERVICES; Yes; 1900 GLADES RD STE 354; BOCA RATON; FL; 33431; DBA; PRESIDENT / OWNER; 1/1/2011; 160; 160; DBA FOR INSURANCE AND SECURITIES|NAME OF ENTITY:Josh Feller - Rental Property; No; ; BOCA RATON; FL; 33498; Rental Property; Owner; 1/1/2016; 1; 0; Rent out and maintain property.|NAME OF ENTITY: FIXED INSURANCE SALES; Yes; 1900 GLADES RD STE 354; BOCA RATON; FL; 33431; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 1/1/2011; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|

Exams

• S66 Uniform Combined State Law Examination
  2006-06-26
• S63 Uniform Securities Agent State Law Examination
  2005-08-26

Designations

• Chartered Financial Consultant

Other Names

• Joshua James Feller