S
Pavlatos

Cetera Investment Advisers LLC

CRD#1866723
Investment Advisor
in Chicago, IL

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About this Advisor

S Pavlatos is a financial advisor based in Chicago, Illinois who has 16 years of relevant experience. Pavlatos works at Cetera Investment Advisers LLC. During their career, the advisor has held roles at Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Pavlatos maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois. Cetera Investment Advisers LLC is an advisory business headquartered in Schaumburg, IL. The investment advisory business has offices in 1,614 locations and a total of 3,094 people on staff. It oversees $33 billion in assets under management across its 176,986 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to 431 charities and foundations. Of its 176,986 client accounts, 23% belong to high-net-worth individuals who have more than $1 million in investable assets. Cetera Investment Advisers LLC provides a wide set 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 typically depend on the financial services provided. Fees billed by Cetera Investment Advisers LLC can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

16 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

6043 N Milwaukee Ave
Chicago, IL 60646

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

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

3,094

IL Average: 44
Total Number of Accounts

176,986

IL Average: 2,564
Average Account Size

$188,469

IL 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

S Pavlatos Work History

S has been registered as a financial advisor for 16 years.*

2006 - Present (18 years)

Cetera Investment Advisers LLC

1988 - Present (36 years)

Cetera Financial Specialists 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 S Pavlatos 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
Christopher Debeikes
Medford, OR
Erin Mcclain
Philadelphia, PA
Michael Nelson
Anaheim, CA
Stuart Wilson
Athens, AL
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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