Mitchell Irwin Merber

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

• 01/2014 → 08/2023
  Minnesota Life Insurance Company
  St Paul, MN
• 01/2014 → 08/2023
  Securian Financial Services, Inc
  St Paul, MN
• 01/2014 → Present
  Allied Wealth Partners
  Uniondale, NY
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Uniondale, NY
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-02-09 → 2023-08-10
  Securian Financial Services, Inc.
  Uniondale, NY
  St. Paul, MN

Other Businesses

ALLIED WEALTH PARTNERS; 50 LINDBERGH BLVD SUITE 420 UNIONDALE NY 11553; INVESTMENT RELATED; AGENT/BROKER; FIXED INSURANCE SALES; 01/2014-ONGOING; 1-3 HRS PER MONTH; 1-3 HRS PER MONTH DURING SECURITIES TRADING HRS. MERBER PLANNING SERVICES POSITION: Owner NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 6 START DATE: 06/29/2001 ADDRESS: 50 Charles Lindbergh Blvd., Suite 420, Uniondale NY 11553, United States DESCRIPTION: This entity is used only for health insurance and fixed annuity business.

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-04-15

Designations

• Chartered Financial Consultant