Saket Singh

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

• 05/2014 → 05/2020
  Fidelity Brokerage Services Llc
  Westlake, TX
• 09/2020 → 09/2025
  Avantax Invesment Services, Inc.
  Dallas, TX
• 05/2020 → 09/2020
  Unemployed
  Ft Worth, TX
• 07/2023 → 09/2025
  Avantax Advisory Services
  Dallas, TX
• 08/2024 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 08/2024 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 08/2024 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 08/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Dallas, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-07-06 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Ft Worth, TX
  Dallas, TX

Other Businesses

OAA#: 43316 | Org Name:Uber Techonologies | Org Addr:Hurst, TX, US | Nature of Bus:Transportation | Invst Rel:N | Title:Uber Partner | Duties:Driving Passengers. | Start Dt:06/06/2016 | Total Hrs p/m:6 | Sec Trdng Hrs p/m:0 OAA#: 43670 | Org Name:Lyft Inc | Org Addr:Ft Worth, TX, US | Nature of Bus:Transportation | Invst Rel:N | Title:Independent Contractor | Duties:Driver | Start Dt:06/20/2016 | Total Hrs p/m:10 | Sec Trdng Hrs p/m:0

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-16
• S63 Uniform Securities Agent State Law Examination
  2015-04-03