Justice Tre Smith

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

• 08/2013 → 12/2017
  West Chester University
  West Chester, PA
• 12/2015 → 04/2017
  Glen Mills School
  Glen Mills, PA
• 03/2018 → 06/2021
  Voya Financial Advisors
  Philidelphia, PA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2021 → Present
  Renaissance Academy School
  Phoenixville, PA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2025 → Present
  Arrowhead Tax Preparation Llc
  King Of Prussia, PA

Previous Registrations

• 2018-06-05 → 2021-06-09
  Voya Financial Advisors, Inc.
  Philadelphia, PA
  Braintree, MA
  Windsor, CT

Other Businesses

1) NAME OF ENTITY:TUNDIDOR WEALTH & INVESTMENT GROUP; YES; 1800 JOHN F KENNEDY BLVD STE 300; PHILADELPHIA; PA; 19103; FINANCIAL SERVICES/DBA; FINANCIAL ADVISER; 3/6/2018; 160; 160; SALE AND SERVICE INSURANCE, SECURITIES AND INVESTMENT PRODUCTS ; 2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 9/2018; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 3) NAME OF OTHER BUSINESS: RENAISSANCE ACADEMY SCHOOL ; INVESTMENT RELATED: NO ; ADDRESS: 413 FAIRVIEW ST, PHOENIXVILLE, PA 19460 NATURE OF BUSINESS: SCHOOL ; START DATE: 09/2021 ; POSITION/TITLE/RELATIONSHIP: FOOTBALL COACH ; APX NUMBER OF HOURS PER WEEK: 12 ; APX NUMBER OF HOURS DURING TRADING HOURS: 12 ; BRIEF DESCRIPTION OF DUTIES: ASSISTANT COACH. HELP IN PREPARING THE TEAM FOR GAMES AND COACHING KIDS ; 4) NAME OF OTHER BUSINESS: JUSTICE SMITH, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX AND ACCOUNTING, START DATE:01/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS:0, BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION; 5) NAME OF OTHER BUSINESS: ARROWHEAD TAX PREPARATION LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX AND ACCOUNTING, START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION; 6) NAME OF OTHER BUSINESS: POPE JOHN PAUL II HIGH SCHOOL; INVESTMENT RELATED: NO; ADDRESS: 181 RITTEHOUSE RD ROYERSFORD, PA 19468; NATURE OF BUSINESS: NON PROFIT; START DATE: 07/2025; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SHOW UP AT MONTHLY MEETINGS, VOTE ON DIFFERENT MATTERS THAT ARE BROUGHT UP FOR THE SCHOOL AS WELL AS PROJECTS, ATTEND EVENTS;

Exams

• S66 Uniform Combined State Law Examination
  2018-05-23

Designations

• Certified Financial Planner