Eleni
Liakakis

Cetera Investment Advisers LLC

CRD#5649567
Investment Advisor
in Woburn, MA

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About this Advisor

Eleni Liakakis is a certified financial planner operating in Woburn, Massachusetts, who has 10 years in the industry. Liakakis is an employee of Cetera Investment Advisers LLC. During their career, the advisor has held roles at Foresters Financial Services, Foresters Advisory Services, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Liakakis has Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to operate in Massachusetts. Cetera Investment Advisers LLC is a registered investment firm headquartered in Woburn, Massachusetts. The company has offices in 1,614 locations and a total of 2,358 employees. It has $16 billion in assets between its 78,591 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 95 charitable organizations. Of its 78,591 accounts, 19% are held by high-net-worth individuals who have at least $1 million in assets. Cetera Investment Advisers LLC has a diverse assortment 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 which service is offered. However, fees billed by Cetera Investment Advisers LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 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

Disclosures

No

Office Location

400 Tradecenter Suite 4920
Woburn, MA 01801

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$15,868,306,581

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

2,358

MA Average: 44
Total Number of Accounts

78,591

MA Average: 2,564
Average Account Size

$201,910

MA Average: $2,603,165

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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

Eleni Liakakis Work History

Eleni has 10 years of experience.

2019 - Present (2 years)

Cetera Investment Services LLC

2019 - Present (2 years)

Cetera Investment Advisers LLC

2015 - 2019 (4 years)

Foresters Advisory Services

2010 - 2019 (9 years)

Foresters Financial Services

Disclosures

Eleni Liakakis has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Investment Advisers LLC

Kyle Vegdahl
Saint Cloud, MN
Timothy Healy
Nashville, TN
Melissa Pikul
Canonsburg, PA
Jaycob Baker
Fort Smith, AR
Daniel Kravits
Lombard, IL
Evan Cantalupo
San Diego, CA
Benjamin Goshorn-Maroney
Indianapolis, IN
Joseph Zito
Iselin, NJ

This content was compiled from the SEC and FINRA.

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