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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-17 |
| NJ | RA | APPROVED | 2022-02-28 |
| PA | RA | APPROVED | 2022-02-28 |
Branch Locations
4600 J. Barry Court Ste. 220, Canonsburg, PA 15317 • United States
Hamilton, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Trenton | NJ | 07/2014 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Trenton | NJ | 07/2014 | 07/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 02/2022 | Present |
| Cetera Investment Advisers Llc | Canonsburg | PA | 02/2022 | Present |
| Unemployed | Hamilton | NJ | 07/2021 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-24 |
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