Peter
Hong

Cetera Investment Advisers LLC

CRD#2519672
Investment Advisor
in San Francisco, CA

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About this Advisor

Peter Hong is a certified financial planner operating in San Francisco, California who has 5 years of relevant experience. Hong is on the advisory team at Cetera Investment Advisers LLC. During their career, Hong has held roles at Citigroup, Cetera Investment Advisers LLC, East West Bank and Cetera Investment Services LLC. Hong has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in California. Cetera Investment Advisers LLC is a registered investment firm that has its headquarters in Schaumburg, IL. The investment advisory business has offices in 1,614 locations and a total of 3,094 people on staff. It handles $33 billion in total assets among its 176,986 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 431 charities and foundations. Of its 176,986 client accounts, 23% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Cetera Investment Advisers LLC performs a broad assortment 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. Financial advisory fee schedules typically are based on the services. However, fees billed by Cetera Investment Advisers LLC most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 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

555 Montgomery St
San Francisco, CA 94111

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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

Peter Hong Work History

Peter has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Cetera Investment Advisers LLC

2018 - Present (6 years)

East West Bank

2018 - Present (6 years)

Cetera Investment Services LLC

2012 - 2018 (6 years)

Citigroup

*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 Peter Hong 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

Joseph Charron
Oklahoma City, OK
Ricardo Sanchez
Fort Lauderdale, FL
Erin Mcclain
Philadelphia, PA
Howard Hsieh
Irvine, CA
Christopher Debeikes
Medford, OR
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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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.

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