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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-24 |
Branch Locations
4211 West Boy Scout Blvd Suite 190, Tampa, FL 33607 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 05/2012 | 03/2024 |
| Cetera Investment Services Llc | Saint Cloud | MN | 09/2025 | Present |
| Unknown | Tampa | FL | 04/2024 | 08/2025 |
| Hancock Whitney Bank | Tampa | FL | 08/2025 | Present |
| Cetera Investment Advisers Llc | Tampa | FL | 09/2025 | Present |
1.) MANAGE TRUST DEPARTMENT FOR HANCOCK WHITNEY BANK. 2.) FINANCE COMMITTEE MEMBER FOR ADVENTHEALTH TAMPA FOUNDATION, REVIEW FUNDING REQUESTS FROM VARIOUS DEPARTMENTS WITHIN THE HOSPITAL SYSTEM. 3.) ADVISORY COUNCIL MEMBER FOR UNIVERSITY OF TAMPA, SUPPORT THE DEAN OF THE SYKES COLLEGE OF BUSINESS BY RECOMMENDING CURRICULUM AND ADVISING ON OTHER MATTERS THAT IMPACT THE OVERALL SUCCESS OF THE SCHOOL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-16 |
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