Brittney Sheffield Aparicio

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

• 04/2024 → Present
  Strategic Financial Advisors
  Houston, TX
• 04/2024 → 08/2024
  Concourse Financial Group Securities Inc
  Houston, TX
• 08/2024 → 02/2025
  Concourse Financial Group Securities Inc
  Houston, TX
• 07/2007 → 04/2024
  State Of Texas Health & Human Services
  Houston, TX
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Spring, TX
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-02-11 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Spring, TX
  Birmingham, AL

Other Businesses

STRATEGIC FINANCIAL ADVISORS; Investment Related; Houston, TX; Investment and Financial Services; Client Service Specialist; Start Date 04/2024; 160 hours per month with the majority of hours per month occurring during trading hours; Assists with maintaining client relationships and providing operational and administrative support to Strategic Financial's advisors. >> NOTARY; Non-Investment Related; Spring, TX; Other; Notary; Start Date 11/2024; 1 hour per month with that 1 hour occurring during trading hours; I notarize papers for clients of Strategic Financial Advisors when/as needed.

Exams

• S66 Uniform Combined State Law Examination
  2025-02-11