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Glenn Raymond Trueira

Cetera Investment Advisers LLC

Danvers, MA

Canton, MA

CRD 7416067

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-25
  • MA RA
    APPROVED
    Since 2025-03-25

Branch Locations

Danvers, MA • United States

587 Washington Street, Canton, MA 02021 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Peabody Municipal Light Plant Peabody MA 06/1986 01/2019
Peabody Municipal Light Plant Peabody MA 01/2019 10/2021
Personal Financial Management Plus, Inc.; Lynnfield MA 09/2021 03/2023
Cetera Advisors St Cloud MN 01/2022 03/2023
Peabody Municipal Light Plant Peabody MA 06/2023 Present
Gml Utility Services Llc Groveland MA 07/2023 Present
Cetera Advisors Llc St Cloud MN 03/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2025 Present
  • 06/1986 → 01/2019
    Peabody Municipal Light Plant
    Peabody, MA
  • 01/2019 → 10/2021
    Peabody Municipal Light Plant
    Peabody, MA
  • 09/2021 → 03/2023
    Personal Financial Management Plus, Inc.;
    Lynnfield, MA
  • 01/2022 → 03/2023
    Cetera Advisors
    St Cloud, MN
  • 06/2023 → Present
    Peabody Municipal Light Plant
    Peabody, MA
  • 07/2023 → Present
    Gml Utility Services Llc
    Groveland, MA
  • 03/2025 → Present
    Cetera Advisors Llc
    St Cloud, MN
  • 03/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2022-07-12 → 2023-03-27
    Cetera Advisors Llc
    Lynnfield, MA
Other Businesses

1. NAME OF OTHER BUSINESS: PEABODY MUNICIPAL LIGHT PLANT; INVESTMENT RELATED: NO; ADDRESS: PEABODY, MA 01960; NATURE OF BUSINESS: PROVIDES ELECTRICITY TO 26,000 MUNICIPAL CUSTOMERS; START DATE: 06/2023; POSITION/TITLE/RELATIONSHIP: EMPLOYEE/CONSULTANT; APX NUMBER OF HOURS PER WEEK: 16; APX NUMBER OF HOURS DURING TRADING HOURS: 16; BRIEF DESCRIPTION OF DUTIES: SERVE AS PROJECT MANAGER AND PROJECT TEAM MEMBER FOR VARIOUS ELECTRIC MUNICIPAL UTILITY PROJECTS; 2. NAME OF OTHER BUSINESS: GML UTILITY SERVICES LLC INVESTMENT RELATED: NO; ADDRESS: GROVELAND, MA 01834; NATURE OF BUSINESS: PROVIDES VARIOUS SERVICES FOR MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENTS; START DATE: 07/2023; POSITION/TITLE/RELATIONSHIP: EMPLOYEE/CONSULTANT; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: PROVIDE PROJECT MANAGEMENT/ENGINEERING SERVICES; 3. NAME OF OTHER BUSINESS: ABBEY CAPITAL LLC; INVESTMENT RELATED: YES; ADDRESS: DANVERS, MA 01923; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 03/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: MARKETING AND CLIENT MEETINGS, AND SELLING INVESTMENT PRODUCTS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-15
  • S66 Uniform Combined State Law Examination
    2022-06-15

View on SEC IAPD

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