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Andrea Marie Trice-Bird

Cetera Investment Advisers LLC

Canonsburg, PA

CRD 6789681

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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
TX RA APPROVED_RES 2023-03-06
PA RA APPROVED 2019-06-19
  • TX RA
    APPROVED_RES
    Since 2023-03-06
  • PA RA
    APPROVED
    Since 2019-06-19

Branch Locations

4600 J. Barry Court Ste. 220, Canonsburg, PA 15317 • 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
Foresters Financial Services Canonsburg PA 05/2017 08/2017
Applebee's Morgantown WV 05/2016 05/2017
West Virginia University Morgantown WV 08/2013 05/2017
Foresters Financial Services Canonsburg PA 08/2017 06/2019
Foresters Advisory Services Llc Canonsburg PA 03/2018 06/2019
Cetera Investment Services Llc St Cloud MN 06/2019 Present
Cetera Investment Advisers Llc Canonsburg PA 06/2019 Present
  • 05/2017 → 08/2017
    Foresters Financial Services
    Canonsburg, PA
  • 05/2016 → 05/2017
    Applebee's
    Morgantown, WV
  • 08/2013 → 05/2017
    West Virginia University
    Morgantown, WV
  • 08/2017 → 06/2019
    Foresters Financial Services
    Canonsburg, PA
  • 03/2018 → 06/2019
    Foresters Advisory Services Llc
    Canonsburg, PA
  • 06/2019 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 06/2019 → Present
    Canonsburg, PA
Previous Registrations
  • 2018-03-08 → 2019-06-24
    Foresters Advisory Services, Llc
    Canonsburg, PA
Other Businesses

1. PITTSBURGH ADVISORS DBA FOR CETERA BUSINESS, 40% OWNER, 40/HRS/WK 2. MARY KAY INC, INDEPENDENT BEAUTY CONSULTANT, 1-2/HRS/WK;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-22
S63 Uniform Securities Agent State Law Examination 2017-06-16
  • S65 Uniform Investment Adviser Law Examination
    2018-02-22
  • S63 Uniform Securities Agent State Law Examination
    2017-06-16
Other Names
  • Andrea Trice
  • Andrea Marie Trice

View on SEC IAPD

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