Randolph
Toledo

Cetera Investment Advisers LLC

CRD#4249991
Investment Advisor
in San Diego, CA

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About this Advisor

Randolph Toledo is a financial advisor based in San Diego, California, working with Cetera Investment Advisers LLC. Randolph has previously held positions at First Allied Securities Inc, Cetera Investment Advisers LLC, First Allied Advisory Services, Inc, and Cetera Advisors LLC. Randolph has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Randolph is part of Cetera Investment Advisers LLC, which operates out of San Diego, California. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

655 W Broadway 12Th Fl 12Th Floor
San Diego, CA 92101

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

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

6,648

CA Average: 44
Total Number of Accounts

423,554

CA Average: 2,564
Average Account Size

$246,648

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

Randolph Toledo Work History

2022 - Present (2 years)

Cetera Advisors LLC

2020 - Present (4 years)

Cetera Investment Advisers LLC

2014 - 2020 (6 years)

First Allied Advisory Services, Inc

2013 - 2022 (9 years)

First Allied Securities Inc

Disclosures

Please visit the SEC profile of Randolph Toledo 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

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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