Brian D Beldham

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

• 11/2012 → 05/2023
  City National Bank
  Beverly Hills, CA
• 06/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2023 → 04/2025
  Ares Management
  Culver City, CA
• 05/2023 → 04/2025
  Ares Management Capital Markets
  Culver City, CA
• 03/2026 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 03/2026 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 03/2026 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 03/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2025 → 03/2026
  Unemployed
  Los Angeles, CA
• 03/2026 → Present
  Real Estate
  Los Angeles, CA

Previous Registrations

• 2012-11-14 → 2023-05-23
  Rbc Securities, Inc
  Los Angeles, CA
• 2022-01-25 → 2023-05-23
  Rbc Rochdale, Llc
  Los Angeles, CA
  New York, NY
• 2022-01-25 → 2023-05-23
  Symphonic Financial Advisors Llc
  Los Angeles, CA
  New York, NY
• 2011-08-11 → 2012-11-05
  Imperial Capital Asset Management Llc
  Palm Beach Gardens, FL
• 2009-11-12 → 2011-08-10
  Cetera Wealth Services, Llc
  El Segundo, CA
• 2006-03-27 → 2009-12-23
  Associated Planners Investment Advisory Inc
  Boston, MA
• 2006-02-06 → 2006-03-21
  National Planning Corporation
  Santa Monica, CA

Other Businesses

1. NAME OF OTHER BUSINESS: REAL ESTATE INVESTMENT RELATED: NO ADDRESS: LOS ANGELES, CA NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 03/2026 POSITION/TITLE/RELATIONSHIP: OWNER / LANDLORD APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWNER OF TWO REAL ESTATE ROPERTIES IN LOS ANGELES THAT ARE SELF-MANAGED.

Exams

• S66 Uniform Combined State Law Examination
  2026-05-21

Other Names

• Brian David Beldham