Patrick Lawrence Bria

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

• 02/2013 → 06/2026
  Commonwealth Financial Network
  Waltham, MA
• 06/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2026 → Present
  Cetera Inestment Advisers Llc
  Schaumburg, IL
• 02/2013 → Present
  Tucker Bria Wealth Strategies
  Durham, NC

Previous Registrations

• 2013-02-15 → 2026-06-03
  Commonwealth Financial Network
  Durham, NC
  Southern Pines, NC
• 2001-12-31 → 2013-02-19
  Wells Fargo Clearing Services, Llc
  Durham, NC
  Durham, NC

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: 02/2002 APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 3 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: TUCKER BRIA WEALTH STRATEGIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2013 POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-10
• S63 Uniform Securities Agent State Law Examination
  1999-06-09

Other Names

• Patrick Lawrence Bria
• Patrick Bria