Teresa Diane Morris

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

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2017 → 12/2024
  T & D Villa By The Sea
  Seabrook, TX
• 01/2020 → 12/2024
  Tdm Travel
  Seabrook, TX
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START N/A, ~1HR/WK (TRADING HOURS), INSURANCE AGENT - SELLS HEALTH, AND LONG TERM CARE; 2. TDM WEALTH MANAGEMENT, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OWNER START 01/16/2015, 40 HRS/WK DBA FOR FINANCIAL SERVICES 3.NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO ADDRESS: 305 LAKESIDE LANE HOUSTON TX 77058 NATURE OF BUSINESS: HOUSING RENTAL START DATE: 1/2017 APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: CO-OWNER BRIEF DESCRIPTION OF DUTIES: NONE

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-10
• S63 Uniform Securities Agent State Law Examination
  1987-05-18

Other Names

• Teresa Diane Stevens
• Teresa Morrow
• Teresa Diane Stevensmorrow
• Diane Stevens
• Teresa Diane Stevens Morrow
• Teresa Diane Eaton
• Teresa D Stevens
• Teresa Diane Morrow
• Teresa Diane Stevens