Ronald Huston Keebler

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

• 05/2012 → 09/2017
  Stifel, Nicolaus & Company, Incorporated
  Boca Raton, FL
• 09/2017 → 09/2019
  Summit Brokerage Services Inc.
  Delray Beach, FL
• 09/2017 → 05/2021
  Summit Financial Group Inc
  Delray Beach, FL
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-11-06 → 2021-05-20
  Summit Financial Group Inc
  Delray Beach, FL
• 2012-05-21 → 2017-09-14
  Stifel, Nicolaus & Company, Incorporated
  Boca Raton, FL
• 2009-06-01 → 2012-06-14
  Morgan Stanley
  Palm Beach, FL
  Delray Beach, FL
  W. Palm Beach, FL
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Palm Beach, FL
• 2005-06-27 → 2007-04-02
  Morgan Stanley Dw Inc.
  Delray Beach, FL
  Delray Beach, FL
  Palm Beach, FL
• 1994-07-18 → 2005-06-29
  A. G. Edwards & Sons, Inc.
  Boynton Beach, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-09-29