Glenn
Meridth

Cetera Investment Advisers LLC

CRD#4286861
Investment Advisor
in Laguna Niguel, CA

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About this Advisor

Glenn Meridth is a financial advisor who works out of Laguna Niguel, California who has 21 years of industry experience. Meridth currently works for Cetera Investment Advisers LLC. Over the course of their career, Meridth has held roles at Accounting Dept, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Meridth Holdings, Inc and Mhi Consulting, Inc. Meridth has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Cetera Investment Advisers LLC is a registered investment business that has its headquarters in Schaumburg, IL. The company has offices in 1,614 locations and a total of 3,094 employees. It handles $33 billion in assets across its 176,986 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 431 charitable organizations. Of its 176,986 customer accounts, 23% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides a number of services, such as 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 charged by financial advisors usually vary depending on the type of services provided. Fees charged by Cetera Investment Advisers LLC most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

21 years

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

Office Location

27482 Country Lane Road
Laguna Niguel, CA 92677

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

CA Average: $6,674,516,078
Total Number of Employees

3,094

CA Average: 44
Total Number of Accounts

176,986

CA Average: 2,564
Average Account Size

$188,469

CA Average: $2,603,165

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

Glenn Meridth Work History

Glenn has been registered as a financial advisor for 21 years.*

2020 - Present (4 years)

Mhi Consulting, Inc

2003 - Present (21 years)

Meridth Holdings, Inc

2002 - Present (22 years)

Cetera Investment Advisers LLC

2000 - Present (24 years)

Cetera Financial Specialists LLC

1995 - Present (29 years)

Accounting Dept

*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 Glenn Meridth 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 Investment Advisers LLC

Michelle Yang
San Marino, CA
Joseph Charron
Oklahoma City, OK
Erin Mcclain
Philadelphia, PA
Howard Hsieh
Irvine, CA
Michael Nelson
Anaheim, CA
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

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.

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