Nanette Orteig Blish

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

• 03/2012 → 10/2016
  Investors Capital Corp
  Lynnfield, MA
• 10/2016 → Present
  Cetera Advisors Llc
  Denver, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-03-30 → 2016-10-03
  Investors Capital Corp.
  Newport, RI
  Lynnfield, MA
  Lynnfield, MA
  Newport, RI
• 1991-03-28 → 2012-04-09
  Ubs Financial Services Inc.
  Stamford, CT
  Stamford, CT
  Westport, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-31
• S63 Uniform Securities Agent State Law Examination
  1986-06-10

Other Names

• Nanette Ortiz Blish
• Nanette Orteig Blish
• Nanette Orteig Ubspw/Blish