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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2025-12-09 |
Branch Locations
7475 Wisconsin Ave Suite 700, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Bethesda | MD | 07/2025 | 10/2025 |
| Edward Jones | St Louis | MO | 07/2024 | 07/2025 |
| Jpmorgan Chase & Co | Washington | DC | 08/2023 | 06/2024 |
| First Citizens Bank | Vienna | VA | 08/2019 | 06/2023 |
| Sonabank | Bethesda | MD | 11/2017 | 07/2019 |
| Point Breeze Credit Union | Hunt Valley | MD | 05/2016 | 08/2017 |
| Cetera Investment Services Llc | St Cloud | MN | 11/2025 | Present |
| First National Bank And Trust Of Pa | Bethesda | MD | 11/2025 | Present |
| Cetera Investment Advisers Llc | Bethesda | MD | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-14 |
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