Cetera Financial Group
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Location
Headquarters: San Diego, California, United States, North America
Region: California
Country: US
Continent: North America
About
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser family.
Cetera Financial Group is a privately-held independent broker-dealer and investment adviser. It provides a platform that supports a network of financial advisors offering wealth management and investment advisory services to individual clients. The firm operates as a family of financial services companies.
Cetera Advisors LLC
2010
for_profit
active
Industries
Funding & Financials
Late Stage
unknown
private
Investors
Leadership
Amanda Laas — Business Development
Brett Harrison — CEO Cetera Advisors/First Allied Securities
Elizabeth Seagren — Sr Business Development Strategist & Recruiter
Tom Taylor — Chief Sales & Growth Officer
Lee Maxim — Business Development Consultant
Prashant Sarode — Managing Director
Technology Stack
Products
AdviceWorks: An integrated digital platform that streamlines advisor workflows, client collaboration, and business operations through automation and tool integrations.
Advanced Planning Team: A specialized team providing expert legal, tax, and financial planning support to advisors for complex client challenges.
Advanced Time Segmentation (ATS): A retirement income strategy that segments client assets into time-based buckets to align with income needs and growth objectives.
Cetera Retirement Plan Specialists: A third-party administrator offering customized retirement plan design, administration, and consulting services to financial advisors and plan sponsors.
Funding rounds
Private Equity · (2023-10-04) · Lead: Genstar Capital
Acquired · (2018-07-17)