Patrick
Riley

Cetera Advisor Networks LLC

CRD#6936028
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Patrick Riley is a financial advisor based out of Grand Rapids, Michigan with 2 years of industry experience. Riley currently works for Cetera Advisor Networks LLC. The advisor has gained experience at Bredeweg & Zylstra, Logan'S Roadhouse, Uccellos Ristorante, Equity Transportation, J&P, LLC, G4S Secure Solutions, Valic Financial Advisors, Inc, Voya Financial Advisors, Inc, Cetera Advisor Networks LLC and Riley Planning & Investments. Riley maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan. Cetera Advisor Networks LLC is a financial advisory company based out of El Segundo, CA. The investment advisory business has offices in 889 locations and a total of 2,881 people on staff. It oversees $47 billion in assets among its 192,956 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 664 charitable organizations. Of its 192,956 customer accounts, 27% are associated with high-net-worth individuals who have greater than $1 million in assets. Cetera Advisor Networks LLC performs a number 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. Financial management fee schedules typically depend on the type of financial services offered. However, fees billed by Cetera Advisor Networks LLC likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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, Commissions

Office Location

1600 East Beltline Ne Suite 212
Grand Rapids, MI 49525

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$46,651,447,975

MI Average: $7,578,581,321
Total Number of Employees

2,881

MI Average: 43
Total Number of Accounts

192,956

MI Average: 3,727
Average Account Size

$241,772

MI Average: $2,033,427

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

Patrick Riley Work History

Patrick has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cetera Advisor Networks LLC

2021 - Present (3 years)

Riley Planning & Investments

2020 - 2021 (1 year)

Voya Financial Advisors, Inc

2018 - 2019 (1 year)

Valic Financial Advisors, Inc

2017 - 2017 (< 1 year)

Logan'S Roadhouse

2017 - 2017 (< 1 year)

Uccellos Ristorante

2016 - 2018 (2 years)

Bredeweg & Zylstra

2015 - 2016 (1 year)

Equity Transportation

2015 - 2017 (2 years)

J&P, LLC

2011 - 2015 (4 years)

G4S Secure Solutions

*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 Patrick Riley 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 Advisor Networks LLC

Jeffrey Parkin
Vancouver, WA
Pamela Rosse
Concord, CA
Gregory Jahnke
Sutton, NE
Frank Gargano
Neptune, NJ
Ian Lee
Concord, CA
Thomas Taylor
El Segundo, CA
Ernest Mathewson
Florham Park, NJ
Suzanne Baxter
Oklahoma City, OK

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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