Shahzad
Shamsuddin
Cetera Investment Advisers LLC
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About this Advisor
Shahzad Shamsuddin is a financial advisor who works in Yorkville, Illinois, who has 1 year of industry experience. Shamsuddin currently works for Cetera Investment Advisers LLC. The advisor has gained experience at Mb Financial, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Fifth Third Bank, Fifth Third Securities, Old Second National Bank, Old Second Wealth Management, Cetera Financial Specialists LLC, Lpl Financial LLC and Mb Financial Bank. Shamsuddin maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Illinois and Texas. Cetera Investment Advisers LLC is a registered investment firm operating out of Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 people on staff. It has $33 billion in assets between its 176,986 accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 431 charitable organizations. Of its 176,986 client accounts, 23% are held by high-net-worth clients who have greater than $1 million in investable assets. The company has a wide 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. Fees for financial advisory services largely are based on which service is offered. However, fees billed by Cetera Investment Advisers LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
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
Shahzad Shamsuddin Work History
Shahzad has been registered as a financial advisor for 1 years.*
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Old Second National Bank
Old Second Wealth Management
Lpl Financial LLC
Fifth Third Bank
Fifth Third Securities
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Mb Financial Bank
Cetera Investment Advisers LLC
Mb Financial
Cetera Investment Services LLC
Mb Financial
*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 Shahzad Shamsuddin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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