Samuel Weintraub

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

• 11/2022 → 04/2024
  Deloitte
  Chicago, IL
• 03/2021 → 04/2022
  Treliant
  Atlanta, GA
• 01/2020 → 03/2021
  Truist Bank
  Atlanta, GA
• 03/2019 → 01/2020
  Robert Half
  Atlanta, GA
• 01/2019 → 02/2019
  Network 1 Consulting
  Atlanta, GA
• 10/2018 → 11/2018
  Kore Wireless
  Atlanta, GA
• 05/2018 → 07/2018
  Bigteam
  Atlanta, GA
• 08/2017 → 01/2018
  Rg Weinstein & Associates
  Atlanta, GA
• 11/2016 → 08/2017
  Jobo's Inc
  Atlanta, GA
• 08/2016 → 03/2017
  Brezza Cucina
  Atlanta, GA
• 05/2016 → 08/2016
  The Consulate Restaurant
  Atlanta, GA
• 08/2015 → 05/2016
  Bartaco
  Atlanta, GA
• 04/2024 → 07/2025
  N/A
  Chicago, IL
• 04/2022 → 11/2022
  N/A
  Atlanta, GA
• 10/2025 → Present
  The Planning Studio
  Atlanta, GA
• 02/2019 → 03/2019
  N/A
  Atlanta, GA
• 01/2015 → 05/2017
  N/A
  Atlanta, GA
• 08/2017 → 05/2018
  N/A
  Atlanta, GA
• 11/2018 → 01/2019
  N/A
  Atlanta, GA
• 07/2018 → 10/2018
  N/A
  Atlanta, GA
• 01/2018 → 05/2018
  N/A
  Atlanta, GA
• 07/2025 → 12/2025
  Cetera Advisors Llc
  St Cloud, MN
• 12/2025 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 02/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2026 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: THE PLANNING STUDIO INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2025 POSITION/TITLE/RELATIONSHIP: ASSOCIATE FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 37.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2026-02-05