Best Investors Account Sign in

Burdell Ramsey

Cetera Investment Advisers LLC

Palm Harbor, FL

Venice, FL

CRD 7870902

Claim This Profile
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
FL RA APPROVED 2025-09-29
  • FL RA
    APPROVED
    Since 2025-09-29

Branch Locations

33715 Us Highway 19 North, Palm Harbor, FL 34684 • United States

1485 E Venice Ave, Venice, FL 34292 • 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
Cetera Investment Services Llc Saint Cloud MN 02/2024 Present
Wells Fargo Bank Portland OR 01/2016 03/2020
Achieva Credit Union Venice FL 10/2022 Present
Unemployed Portland OR 03/2020 10/2022
Cetera Investment Advisers Llc Palm Harbor FL 09/2025 Present
  • 02/2024 → Present
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 01/2016 → 03/2020
    Wells Fargo Bank
    Portland, OR
  • 10/2022 → Present
    Achieva Credit Union
    Venice, FL
  • 03/2020 → 10/2022
    Unemployed
    Portland, OR
  • 09/2025 → Present
    Cetera Investment Advisers Llc
    Palm Harbor, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-22
  • S66 Uniform Combined State Law Examination
    2025-09-22

View on SEC IAPD

Nearby Firms

LATITUDE ADVISORS, LLC
CATHY A. WAGNER, CFP, RIA
OSAIC WEALTH, INC.

Nearby Investors

SEAN MICHAEL DAVIS
KELSEY WAGNER STOCKHAUSEN
CATHY ANN WAGNER

Nearby Offices

LATITUDE ADVISORS, LLC · PALM HARBOR, FL
CATHY A. WAGNER, CFP, RIA · PALM HARBOR, FL
OSAIC WEALTH, INC. · PALM HARBOR, FL

More in Palm Harbor, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor