Kaitlyn
Manning
Cetera Investment Advisers LLC
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About this Advisor
Kaitlyn Manning is a financial advisor based in Rockville, Maryland, working with Cetera Investment Advisers LLC. Kaitlyn has previously held positions at Aquatrek Adventures, Hunting Hills Country Club, Billys Ritz, Signature Consultants, Hennion & Walsh Inc, Roanoke College - Maroon Club, Axa Advisors LLC, Mml Investors Services, Massmutual, Freedom Boat Club, Elite Income Advisors, Inc, Securian Financial Services, Minnesota Life Insurance Company, Financial Advantage Associates Inc, Wayward, Cetera Advisor Networks LLC, and Cetera Investment Advisers LLC. Kaitlyn has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maryland. Currently, Kaitlyn is part of Cetera Investment Advisers LLC, which operates out of Rockville, Maryland. 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
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$104,468,595,111
6,648
423,554
$246,648
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
Kaitlyn Manning Work History
Cetera Advisor Networks LLC
Cetera Investment Advisers LLC
Financial Advantage Associates Inc
Securian Financial Services
Minnesota Life Insurance Company
Elite Income Advisors, Inc
Wayward
Mml Investors Services
Axa Advisors LLC
Massmutual
Freedom Boat Club
Hennion & Walsh Inc
Aquatrek Adventures
Signature Consultants
Hunting Hills Country Club
Billys Ritz
Roanoke College - Maroon Club
Disclosures
Please visit the SEC profile of Kaitlyn Manning 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
New York, NY
Toledo, OH
San Jose, CA
Saint Louis, MO
Indianapolis, IN
Saint Louis, MO
Tampa, FL
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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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.
