Andrew Tsiolas

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

• 08/2013 → 12/2017
  H.D.VEst Investment Services
  Bay Side, NY
• 12/2017 → 05/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 12/2017 → 05/2021
  Bank Of America, N.A.
  New York, NY
• 07/2021 → 12/2023
  Edward Jones
  St Louis, MO
• 12/2023 → Present
  Ameriprise Financial Services, Llc
  Flushing, NY
• 07/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 07/2025 → Present
  Alma Bank
  Flushing, NY
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Flushing, NY

Previous Registrations

• 2023-12-14 → 2025-08-12
  Ameriprise Financial Services, Llc
  Flushing, NY
  Bayside, NY
• 2021-07-23 → 2023-12-15
  Edward Jones
  Bayside, NY
• 2017-12-05 → 2021-07-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-15
• S63 Uniform Securities Agent State Law Examination
  2013-12-16