Eleanore Constance Marsh Simone

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

• 06/2014 → 05/2019
  Wells Fargo Securities
  New York, NY
• 08/2019 → 05/2021
  Carnegie Mellon University
  Pittsburgh, PA
• 03/2021 → 07/2021
  Cetera Advisor Networks Llc
  El Segundo, CA
• 03/2021 → 07/2021
  Station Capital Inc
  Washington, PA
• 08/2022 → 04/2024
  Jpmorgan Chase Bank, Na
  Dallas, TX
• 08/2021 → 08/2022
  Alix Partners
  Dallas, TX
• 11/2019 → 08/2021
  Carnegie Mellon University
  Pittsburgh, PA
• 06/2020 → 08/2020
  Ey-Parthenon
  Pittsburgh, PA
• 06/2019 → 10/2019
  Unemployed
  Pittsburgh, PA
• 06/2014 → 05/2019
  Wells Fargo Na
  New York, NY
• 08/2022 → 04/2024
  Jpmorgan Securities Llc
  Dallas, TX
• 04/2024 → 04/2025
  Homemaker
  Tokyo
• 04/2025 → Present
  Station Capital, Inc.
  Washington, PA
• 04/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2022-10-28 → 2024-04-03
  J.P. Morgan Securities Llc
  Dallas, TX

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 4/2023 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: STATION CAPITAL, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 4/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: SALES AND CLIENT SUPPORT, INCLUDING MANAGING CLIENTS' INDIVIDUAL INVESTMENT PORTFOLIOS;

Exams

• S66 Uniform Combined State Law Examination
  2022-10-28
• S63 Uniform Securities Agent State Law Examination
  2014-10-30

Other Names

• Eleanore Constance Marsh
• Eleanore C. Marsh