Christopher Rea Petty

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

• 05/1981 → Present
  Chris Petty,Cpa
  Tyler, TX
• 06/2001 → 12/2024
  Momentum Financial Group
  Tyler, TX
• 09/2014 → 06/2021
  Voya Financial Advisors, Inc.
  Tyler, TX
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-06-16 → 2021-06-09
  Voya Financial Advisors, Inc.
  Tyler, TX
  Tyler, TX

Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 909 ESE Loop 323, Suite 630; Tyler; TX; 75701; FIXED INSURANCE SALES; Independent Insurance Agent; 1/1/1991; 1; 1; SALE OF FIXED INSURANCE PRODUCTS.|NAME OF ENTITY:Christopher R. Petty; No; 909 ESE Loop 323, Suite 630; Tyler; TX; 75701; CPA; Sole Practitioner; 1/1/1981; 80; 50; CPA, CVA: Tax, Litigation Support|

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-10
• S63 Uniform Securities Agent State Law Examination
  1989-06-23