Edward
Adams

Cetera Investment Advisers LLC

CRD#1307441
Investment Advisor
in Trenton, NJ

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About this Advisor

Edward Adams is a financial advisor who works in Trenton, New Jersey with 14 years of relevant experience. Adams is an employee of Cetera Investment Advisers LLC. Their career trajectory has included roles at Adams And Associates Pc, Rider University, Abacus Capital Corp, Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Adams holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey and Pennsylvania. Cetera Investment Advisers LLC is a business operating out of Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 financial advisors. It oversees $33 billion in assets under management among its 176,986 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 431 charitable organizations. Of its 176,986 client accounts, 23% are held by high-net-worth clients who have greater than $1 million in assets. The company performs 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. Financial advisory fee schedules are based on the financial services provided. However, fee types charged by Cetera Investment Advisers LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 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

34 W Lafayette St
Trenton, NJ 08608

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

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

3,094

NJ Average: 44
Total Number of Accounts

176,986

NJ Average: 2,564
Average Account Size

$188,469

NJ 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

Edward Adams Work History

Edward has been registered as a financial advisor for 14 years.*

2006 - Present (18 years)

Cetera Investment Advisers LLC

2005 - Present (19 years)

Cetera Financial Specialists LLC

1993 - Present (31 years)

Adams And Associates Pc

1989 - Present (35 years)

Abacus Capital Corp

1988 - Present (36 years)

Rider University

*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 Edward Adams 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

Stuart Wilson
Athens, AL
Kevin Delvalle
Jacksonville, FL
Erin Mcclain
Philadelphia, PA
Michelle Yang
San Marino, CA
Ricardo Sanchez
Fort Lauderdale, FL
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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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.

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