Jeffrey
Humbert

Cetera Investment Advisers LLC

CRD#6924074
Investment Advisor
in Victor, NY

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About this Advisor

Jeffrey Humbert is a certified financial planner working in Victor, New York who has 5 years of relevant experience. Humbert is currently employed by Cetera Investment Advisers LLC. Humbert has gained experience at Canandaigua National Bank & Trust, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Humbert holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey and New York. Cetera Investment Advisers LLC is a registered investment company operating out of Schaumburg, IL. The company has offices in 1,614 locations and a total of 3,094 financial advisors. It manages $33 billion in assets under management among its 176,986 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 431 charities and foundations. Of its 176,986 accounts, 23% are held by high-net-worth clients who have more than $1 million in investable assets. The business has a broad set 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. Fees for financial advice usually depend on which services the firm provides the client. Fee types charged by Cetera Investment Advisers LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 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

61 West Main Street
Victor, NY 14564

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

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

3,094

NY Average: 44
Total Number of Accounts

176,986

NY Average: 2,564
Average Account Size

$188,469

NY 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

Jeffrey Humbert Work History

Jeffrey has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Cetera Investment Services LLC

2018 - Present (6 years)

Cetera Investment Advisers LLC

2010 - Present (14 years)

Canandaigua National Bank & Trust

*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 Jeffrey Humbert 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

Joseph Charron
Oklahoma City, OK
Ricardo Sanchez
Fort Lauderdale, FL
Erin Mcclain
Philadelphia, PA
Howard Hsieh
Irvine, CA
Christopher Debeikes
Medford, OR
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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