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CETERA INVESTMENT ADVISERS LLC

1450 American Lane
6th Floor, Suite 650
Schaumburg, Illinois 60173-2096
Tel: 310-257-7880

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About CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT ADVISERS LLC, formally registered with the SEC as CETERA INVESTMENT ADVISERS LLC. The firm was established in 01/13/1984. They have over 1615 offices throughout the country.

CETERA INVESTMENT ADVISERS LLC is a Schaumburg, Illinois based Financial Planning firm with nearly $104,468,595,111 assets under management, offering retirement planning & investment advisory services to 423554 clients. The firm is staffed with 6648 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105644
SEC#801-20406
Assets Managed by Firm$104,468,595,111
No. of Clients423554
No. of Advisors6648

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total423554$104,468,595,111
Individuals (other than high net worth individuals)334765$64,092,690,236
High net worth individuals81261$35,769,686,568
Pension and profit sharing plans3980$1,394,822,272
Charitable organizations1550$934,694,124
Corporations or other businesses1958$2,234,442,714

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