Cetera Investment Advisers LLC
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About this Advisor
John Walsh is a financial advisor operating out of Nanuet, New York who has 2 years of industry experience. Walsh is an advisor for Cetera Investment Advisers LLC. During their career, the advisor has held roles at Cetera Financial Specialists LLC, Cetera Investment Advisers LLC and John Walsh Accounting. Walsh holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New York and Texas. Cetera Investment Advisers LLC is a company headquartered in Schaumburg, IL. The company has offices in 1,614 locations and a total of 3,094 employees. It oversees $33 billion in assets under management among its 176,986 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 431 charities and foundations. Of its 176,986 accounts, 23% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company has 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 vary depending on which services the firm provides the client. Fees charged by Cetera Investment Advisers LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
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Cetera Investment Advisers LLC Brokerage Details
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
John Walsh Work History
John has been registered as a financial advisor for 2 years.*
John Walsh Accounting
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
*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.
Please visit the SEC profile of John Walsh 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
San Marino, CA
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 email@example.com.
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