Bryan
Cunningham

Cetera Advisors LLC

CRD#2930671
Investment Advisor
in Valencia, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Bryan Cunningham is a financial advisor who works in Valencia, California. Cunningham currently works for Cetera Advisors LLC. Over the course of their career, Cunningham has held roles at New York Life Insurance, Nylife Securities LLC, American United Life, Oneamerica Securities and Cetera Advisors LLC. Cunningham holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to serve investors in California and Texas. Cetera Advisors LLC is a business operating out of Englewood, CO. The company has offices in 692 locations and a total of 1,047 employees. It handles $21 billion in assets under management among its 90,646 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 294 charities and foundations. Of its 90,646 customer accounts, 26% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Cetera Advisors LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually vary depending on the financial services offered. Fees billed by Cetera Advisors LLC most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

28338 Constellation Rd Ste 900
Valencia, CA 91355

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

CA Average: $2,349,664,866
Total Number of Employees

1,047

CA Average: 28
Total Number of Accounts

90,646

CA Average: 1,101
Average Account Size

$234,185

CA Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Bryan Cunningham Work History

Bryan has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Cetera Advisors LLC

2020 - 2023 (3 years)

Oneamerica Securities

2019 - 2023 (4 years)

American United Life

2008 - 2020 (12 years)

New York Life Insurance

2008 - 2020 (12 years)

Nylife Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bryan Cunningham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Advisors LLC

Michael Rousseau
Westborough, MA
Daniel Fundingsland
Baxter, MN
Elyse Jurman
Boca Raton, FL
William Lucas
Missoula, MT
Iain Reilly
San Diego, CA
Denise Ford
Saint Louis, MO
John Peyton
Lake Oswego, OR
Randy Roesler
Franklin, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started