Elizabeth Mcquade

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

• 12/2016 → 05/2019
  Wells Fargo
  Beverly Hills, CA
• 09/2016 → 12/2016
  Unemployed
  Los Angeles, CA
• 05/2019 → 06/2019
  Alpha Cubed Investments
  Irvine, CA
• 09/2020 → 12/2020
  Nylife Securities Llc
  Glendale, CA
• 09/2020 → 12/2020
  New York Life Insurance Co.
  Glendale, CA
• 02/2020 → 08/2020
  Unemployed
  Pasadena, CA
• 07/2019 → 02/2020
  Osher Van De Voorde Investments
  Pasadena, CA
• 11/2020 → 12/2020
  Eagle Strategies Llc
  Glendale, CA
• 02/2020 → 03/2021
  Steel Peak Wealth Management, Llc
  Woodland Hills, CA
• 05/2022 → 05/2023
  Ascensus
  Newton, MA
• 03/2021 → 11/2021
  Unemployed
  Marina Del Ray, CA
• 11/2021 → 05/2022
  World Financial Group
  Woodland Hills, CA
• 09/2023 → 04/2024
  Hcr Wealth Advisors
  Los Angeles, CA
• 05/2023 → 09/2023
  Unemployed
  Marina Del Rey, CA
• 09/2024 → Present
  Ameriprise Financial Services, Llc
  Los Angeles, CA
• 05/2024 → 08/2024
  Unemployed
  Marina Del Rey, CA
• 04/2025 → Present
  California Coast Credit Union
  San Diego, CA
• 04/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 04/2025 → Present
  Cetera Investment Advisers Llc
  San Diego, CA

Previous Registrations

• 2024-09-27 → 2024-11-08
  Ameriprise Financial Services, Llc
  Los Angeles, CA
• 2023-12-05 → 2024-04-02
  Hcr Wealth Advisors
  Los Angeles, CA
• 2022-07-26 → 2023-05-19
  Ascensus Investment Advisors, Llc
  Needham, MA
  Marina Del Rey, CA
• 2021-02-05 → 2021-04-05
  Steelpeak Wealth, Llc
  Los Angeles, CA
• 2020-11-04 → 2020-12-17
  Eagle Strategies Llc
  Glendale, CA
• 2019-06-03 → 2019-06-18
  Alpha Cubed Investments, Llc
  Costa Mesa, CA
• 2016-12-23 → 2019-06-10
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA
  Beverly Hills, CA
• 2015-09-10 → 2016-09-02
  Morgan Stanley
  Beverly Hills, CA
• 2015-05-12 → 2015-08-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Segundo, CA

Exams

• S66 Uniform Combined State Law Examination
  2015-05-07

Other Names

• Elizabeth Pensavalle
• Elizabeth P Robinson
• Elizabeth Pensavalle Mcquade
• Elizabeth Mcquade
• Elizabeth P Mcquade