Kristine Bree Moraitis

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

• 02/2022 → 09/2024
  American Cancer Society
  New York, NY
• 11/2018 → 02/2022
  True North Community Church
  Bohemia, NY
• 03/2018 → 11/2018
  Future Publishing
  Bath
• 08/2017 → 09/2018
  Cardiff Metropolitan University
  Cardiff
• 11/2016 → 05/2017
  Restaurant
  Red Hook, NY
• 08/2016 → 11/2016
  Chelsea Film Festival
  New York, NY
• 06/2024 → 09/2024
  Cetera Advisor Networks
  El Segundo, CA
• 09/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-10-05

Other Names

• Kristine Bree Clifford
• Kristine Clifford