Raymond H Bovich

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

• 10/2014 → 10/2019
  Park Avenue Securities
  Madison, CT
• 10/2014 → 10/2019
  Guardian Life Ins Co Of America
  Madison, CT
• 11/2019 → 02/2023
  Guardian Life Insurance Company
  New Haven, CT
• 11/2019 → 02/2023
  Park Avenue Securities
  New Haven, CT
• 02/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-11-19 → 2023-02-16
  Park Avenue Securities Llc
  New Haven, CT
  New York, NY
• 2012-07-31 → 2014-10-01
  Wells Fargo Clearing Services, Llc
  Essex, CT
• 2010-12-14 → 2012-07-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hartford, CT
• 2000-05-30 → 2003-08-04
  Calamos Advisors Llc
  Naperville, IL

Other Businesses

1. NAME OF OTHER BUSINESS: THE CONNECTION INC; INVESTMENT RELATED: NO; ADDRESS: 100 ROSCOMMON DRIVE, MIDDLETOWN, CT 06457; NATURE OF BUSINESS: COMMUNITY SERVICES; START DATE: 09/2015; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: GUIDANCE TO LEADERSHIP OF THE CONNECTION, INC. ESPECIALLY WITH REGARDS GOVERNANCE AND BEST BUSINESS PRACTICES; 2. NAME OF OTHER BUSINESS: WOOSTER SQUARE ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SECURITIES DBA; START DATE: 02/2023; POSITION/TITLE/RELATIONSHIP: DIRECTOR OF WEALTH MANAGEMENT; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 50; BRIEF DESCRIPTION OF DUTIES: TO DEVELOP INVESTMENT STRATEGIES FOR OUR CLIENTS. 3. NAME OF OTHER BUSINESS: CT WAVERUNNERS; INVESTMENT RELATED: NO; ADDRESS: 5 TUDOR COURT OLD SAYBROOK, CT 06475; NATURE OF BUSINESS: NON PROFIT; START DATE: 05/2024; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: STRATEGIC LEADERSHIP IN SUPPORT OF THE GROUPS MISSION; 4. NAME OF OTHER BUSINESS: CFA SOCIETY HARTFORD; INVESTMENT RELATED: NO; ADDRESS: PO BOX 266 GRANBY, CT 06035; NATURE OF BUSINESS: PROFESSIONAL ORGANIZATION; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP DIRECT THE ACTIVITIES OF THE SOCIETY IN SUPPORT OF MEMBERSHIP, DEVELOP AND LEAD PROGRAMS IN SUPPORT OF MEMBERS IN PRIVATE WEALTH MANAGERMENT;

Exams

• S66 Uniform Combined State Law Examination
  2010-12-10
• S63 Uniform Securities Agent State Law Examination
  1986-09-18

Other Names

• Ray Bovich
• Raymond Hugh Bovich
• Raymond H Bovich