Rick
Creteau
Cetera Investment Advisers LLC
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About this Advisor
Rick Creteau is a financial advisor based in Rochester, New Hampshire, working with Cetera Investment Advisers LLC. Rick has previously held positions at Granite Steak And Grille, University Of Rhode Island, Northeast Credit Union, Business Department Of Cop, University Of Rhode Island, Rochester Country Club, Rochester Community Center, Spaulding High School, Cetera Advisor Networks LLC, Chl & Associates, Cetera Investment Advisers LLC, Atlas Memorial Inc, and Cartelli'S North End. Rick has passed the Series 66 regulatory exam and is registered to provide services in New Hampshire. Currently, Rick is part of Cetera Investment Advisers LLC, which operates out of Rochester, New Hampshire. 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
Rick Creteau Work History
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Chl & Associates
Granite Steak And Grille
Atlas Memorial Inc
Cartelli'S North End
Northeast Credit Union
Rochester Country Club
Business Department Of Cop, University Of Rhode Island
Rochester Country Club
University Of Rhode Island
Rochester Country Club
Rochester Community Center
Spaulding High School
Disclosures
Please visit the SEC profile of Rick Creteau 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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