Charu
Ashar
Cetera Investment Advisers LLC
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About this Advisor
Charu Ashar is a financial advisor based in Fishkill, New York, working with Cetera Investment Advisers LLC. Charu has previously held positions at Foresters Financial, Shreya The Beautiful, Foresters Advisory Services, Icb - Icu, Ameritas, Cetera Investment Advisers LLC, and Cetera Investment Services LLC. Charu has passed the Series 63 regulatory exam and is registered to provide services in New York and Texas. Currently, Charu is part of Cetera Investment Advisers LLC, which operates out of Fishkill, New York. 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
Charu Ashar Work History
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Ameritas
Icb - Icu
Foresters Advisory Services
Shreya The Beautiful
Foresters Financial
Disclosures
Please visit the SEC profile of Charu Ashar 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
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