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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-19 |
Branch Locations
19540 Jamboree Road Suite 150, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Advisers Llc | Irvine | CA | 05/2026 | Present |
| Mcsen Realty Corp | Irvine | CA | 06/2022 | 10/2022 |
| Shanghai Huibao Asset Management | Shanghai | 08/2013 | 12/2018 | |
| Atz Designs Llc | Irvine | CA | 01/2019 | 01/2023 |
| J.P. Morgan Securities Llc | Irvine | CA | 02/2023 | 03/2026 |
| Jpmorgan Chase Bank, N.A. | Irvine | CA | 02/2023 | 03/2026 |
| Amazon.cOm, Inc. | Irvine | CA | 05/2022 | 08/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 04/2026 | Present |
| East West Bank | Irvine | CA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-21 |
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