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Brett Pinchas Krutiansky-Stav

Cetera Investment Advisers LLC

New York, NY

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-10-02
  • NY RA
    APPROVED
    Since 2024-10-02

Branch Locations

555 5Th Avenue Ste 900, New York, NY 10017 • 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
Mojo Interactive Inc New York NY 01/2022 03/2024
Walmart Hoboken NJ 06/2020 12/2021
Warby Parker New York NY 07/2018 06/2020
Northeastern University Boston MA 09/2013 06/2018
Cbk Wealth New York NY 03/2024 Present
Cetera Wealth Services, Llc El Segundo CA 06/2024 Present
Wealthpaw Ai New York NY 06/2024 Present
Cetera Investment Advisers Llc Schaumburg IL 10/2024 Present
  • 01/2022 → 03/2024
    Mojo Interactive Inc
    New York, NY
  • 06/2020 → 12/2021
    Walmart
    Hoboken, NJ
  • 07/2018 → 06/2020
    Warby Parker
    New York, NY
  • 09/2013 → 06/2018
    Northeastern University
    Boston, MA
  • 03/2024 → Present
    Cbk Wealth
    New York, NY
  • 06/2024 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2024 → Present
    Wealthpaw Ai
    New York, NY
  • 10/2024 → Present
    Schaumburg, IL
Other Businesses

1. NAME OF OTHER BUSINESS: CBK WEALTH; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TECHNOLOGY CONSULTING; START DATE: 03/2024; POSITION/TITLE/RELATIONSHIP: TECHNOLOGY CONSULTANT; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: LEVERAGING TECHNOLOGY TO IMPROVE VARIOUS ASPECTS OF THE FIRM'S OPERATIONS, IMPLEMENT SOFTWARE SOLUTIONS TAILORED TO THE FIRM'S NEEDS, SUCH AS ACCOUNTING SOFTWARE, CLIENT MANAGEMENT SYSTEMS, OR DATA ANALYTICS TOOLS, SETTING UP A REDTAIL CRM INTEGRATION; 2. NAME OF OTHER BUSINESS: WEALTHPAW AI; INVESTMENT RELATED: NO; ADDRESS: NEW YORK, NY 10024; NATURE OF BUSINESS: TECHNOLOGY CONSULTING / ENTITY IS FOR TAX PURPOSES; START DATE: 03/2024; POSITION/TITLE/RELATIONSHIP: FOUNDER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: SETTING UP THE REDTAIL CRM AND FMG SUITE INTEGRATIONS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-27
  • S66 Uniform Combined State Law Examination
    2024-09-27
Other Names
  • Brett Pinchas Krutiansky
  • Brett Krutiansky-Stav

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