Cynthia Schollard

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

• 03/2013 → 03/2018
  Sugo Llc
  Chevy Chase, MD
• 03/2018 → 10/2021
  Unemployed
  Chevy Chase, MD
• 09/2021 → Present
  Wexya Llc
  Miami, FL
• 03/2023 → 10/2024
  American Portfolios Advisors, Inc.
  Holbrook, NY
• 10/2024 → 12/2025
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 12/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-10-11 → 2025-12-04
  Osaic Wealth, Inc.
  Scottsdale, AZ
  Scottsdale, AZ
• 2023-03-16 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. NAME OF OTHER BUSINESS: WEXYA LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INVESTMENT ADVISORY SERVICES; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: CO-FOUNDER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL EDUCATION FOR CLIENTS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-01

Other Names

• Cynthia Barratt Schollard