Neil
Orzeck

Cetera Advisor Networks LLC

CRD#6956336
Investment Advisor
in Florham Park, NJ

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About this Advisor

Neil Orzeck is a financial advisor working in Florham Park, New Jersey with a total of 4 years of relevant experience. Orzeck is an advisor for Cetera Advisor Networks LLC. The advisor has gained experience at Ameriprise Financial Services, Inc, Pasabahce Usa, Circle and Cetera Advisor Networks. Orzeck maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in New Jersey. Cetera Advisor Networks LLC is a registered investment firm based in El Segundo, CA. It has offices in 889 locations and a total of 2,881 financial advisors. It administers $47 billion in assets under management across its 192,956 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 664 charities and foundations. Of its 192,956 client accounts, 27% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Cetera Advisor Networks LLC provides 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 fees usually vary depending on the type of services. However, fees billed by Cetera Advisor Networks LLC likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

25A Vreeland Rd Ste 303
Florham Park, NJ 07932

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$46,651,447,975

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

2,881

NJ Average: 43
Total Number of Accounts

192,956

NJ Average: 3,727
Average Account Size

$241,772

NJ 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

Neil Orzeck Work History

Neil has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Cetera Advisor Networks

2018 - 2019 (1 year)

Ameriprise Financial Services, Inc

2017 - 2017 (< 1 year)

Circle

2004 - 2017 (13 years)

Pasabahce Usa

*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 Neil Orzeck 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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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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