Alec Joseph Berger

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

• 06/2019 → 08/2019
  Tilly's
  Allentown, SC
• 06/2021 → 07/2021
  Gulfstream Cafe
  Murrells Inlet, SC
• 06/2023 → 07/2023
  Saltaire Kitchen
  Surfside Beach, SC
• 08/2020 → 04/2024
  Coastal Carolina University
  Conway, SC
• 08/2013 → 05/2020
  Northern Lehigh Highschool/Middle School
  Slatington, PA
• 04/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2024 → Present
  Commonwealth Financial Group
  Myrtle Beach, SC
• 09/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: Commonwealth Financial Group INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: Financial services DBA START DATE: 8/2024 POSITION/TITLE/RELATIONSHIP: Employee APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: My duties with this entity include assessing the financial needs of clients, setting and generating appointments with clients, and developing financial plans;

Exams

• S66 Uniform Combined State Law Examination
  2024-08-31

Other Names

• Alec Berger