Susan Balsam

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

• 09/2025 → Present
  Robnett Cpas
  Austin, TX
• 07/2016 → 03/2025
  Homemaker
  Austin, TX
• 10/2022 → 12/2023
  Self Employed
  Austin, TX
• 04/2025 → 09/2025
  Austin Independent School District
  Austin, TX
• 11/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: Robnett CPAs INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: accounting and financial services START DATE: 09/2025 POSITION/TITLE/RELATIONSHIP: Wealth Management Assistant APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: Financial Services and Operations 2. NAME OF OTHER BUSINESS: WESTOVER HILLS CLUB INVESTMENT RELATED: NO ADDRESS: 8706 WESTOVER CLUB DR AUSTIN TX 78759 NATURE OF BUSINESS: NON PROFIT PRIVATE MEMBERS ONLY SWIM AND TENNIS CLUB. START DATE: 1/20/2026 POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT, BOARD OF DIRECTORS APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: THE VICE-PRESIDENT, IN THE ABSENCE OF THE PRESIDENT, SHALL PERFORM THE DUTIES AND EXERCISE THE POWERS OF THE PRESIDENT

Exams

• S66 Uniform Combined State Law Examination
  2026-02-28

Other Names

• Susan Frances Prawdzik
• Susan Frances Greenert