Roman
Wasylyn

Cetera Investment Advisers LLC

CRD#4195327
Investment Advisor
in Shelby Township, MI

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About this Advisor

Roman Wasylyn is a financial advisor who works in Shelby Township, Michigan who has 3 years of industry experience. Wasylyn is currently employed by Cetera Investment Advisers LLC. Their career trajectory has included roles at Cetera Financial Specialists LLC, The Cheesecake Factory, Inc and Cetera Investment Advisers LLC. Wasylyn maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Michigan. Cetera Investment Advisers LLC is a business headquartered in Schaumburg, IL. The company has offices in 1,614 locations and a total of 3,094 advisors. It handles $33 billion in assets across its 176,986 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 431 charities and foundations. Of its 176,986 client accounts, 23% are held by high-net-worth clients who have more than $1 million in investable assets. Cetera Investment Advisers LLC offers a number 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 management usually vary depending on which service is provided. Fee types billed by Cetera Investment Advisers LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

Shelby Township, MI

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

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

3,094

MI Average: 44
Total Number of Accounts

176,986

MI Average: 2,564
Average Account Size

$188,469

MI 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

Roman Wasylyn Work History

Roman has been registered as a financial advisor for 3 years.*

2008 - Present (16 years)

The Cheesecake Factory, Inc

2001 - Present (23 years)

Cetera Investment Advisers LLC

2000 - Present (24 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 Roman Wasylyn 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

Michael Nelson
Anaheim, CA
Stuart Wilson
Athens, AL
Erin Mcclain
Philadelphia, PA
Michelle Yang
San Marino, CA
Joseph Charron
Oklahoma City, OK
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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