Brittany Nicole Robertson

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

• 07/2014 → 10/2021
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2014 → 01/2020
  Erickson Advisors
  Greensboro, NC
• 11/2021 → 01/2023
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 10/2021 → 01/2023
  Capfinancial Securities Llc
  Raleigh, NC
• 02/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2023 → 12/2025
  Linda P Erickson, Cfp, Inc Dba Erickson Advisors
  Greensboro, NC
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Erickson Advisors Inc Dba Erickson Advisors
  Greensboro, NC

Previous Registrations

• 2022-01-11 → 2023-02-15
  Captrust
  Greensboro, NC
• 2016-09-23 → 2021-10-19
  Cetera Wealth Services, Llc
  Greensboro, NC
• 2016-10-13 → 2020-01-29
  Erickson Advisors
  Greensboro, NC

Other Businesses

1. NAME OF OTHER BUSINESS: ERICKSON ADVISORS INC DBA ERICKSON ADVISORS INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-10-14

Designations

• Certified Financial Planner

Other Names

• Brittany Nicole Clifton