Mark
Keitel

Cetera Investment Advisers LLC

CRD#5265556
Investment Advisor
in Tampa, FL

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About this Advisor

Mark Keitel is a financial advisor working in Tampa, Florida, who has 9 years of relevant experience. Keitel works at Cetera Investment Advisers LLC. The advisor has gained experience at Merrill Lynch, Bank Of America, N.A, Cetera Investment Services LLC, Regions Bank and Cetera Investment Advisers LLC. Keitel has Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Florida. Cetera Investment Advisers LLC is a financial advisory firm headquartered in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 advisors. It has $33 billion in assets across its 176,986 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 431 charities and foundations. Of its 176,986 customer accounts, 23% belong to high-net-worth investors who have greater than $1 million in assets. Cetera Investment Advisers LLC has a diverse assortment 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. Financial management fees usually vary depending on the services provided. Fees charged by Cetera Investment Advisers LLC likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

9 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

4128 W Kennedy Blvd
Tampa, FL 33609

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

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

3,094

FL Average: 44
Total Number of Accounts

176,986

FL Average: 2,564
Average Account Size

$188,469

FL 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

Mark Keitel Work History

Mark has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Cetera Investment Advisers LLC

2013 - Present (11 years)

Cetera Investment Services LLC

2013 - Present (11 years)

Regions Bank

2012 - 2013 (1 year)

Merrill Lynch

2012 - 2013 (1 year)

Bank Of America, N.A

*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 Mark Keitel 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

Kory Doty
Effingham, IL
Larry Ellis
Edmond, OK
Eric Siegeltuch
Yonkers, NY
Kevin Delvalle
Jacksonville, FL
Joseph Charron
Oklahoma City, OK
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Stuart Wilson
Athens, AL

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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