Olukayode
Ojo

Cetera Investment Advisers LLC

CRD#5155938
Investment Advisor
in Bronx, NY

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About this Advisor

Olukayode Ojo is a financial advisor based in Bronx, New York with a total of 2 years of industry experience. Ojo is an employee of Cetera Investment Advisers LLC. Their career trajectory has included roles at Finbuzz Consulting Inc, H D Vest, Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Ojo maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York. Cetera Investment Advisers LLC is an advisory firm that has its headquarters in Schaumburg, IL. The investment advisory business has offices in 1,614 locations and a total of 3,094 employees. It handles $33 billion in total assets across its 176,986 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 431 charitable organizations. Of its 176,986 customer accounts, 23% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Cetera Investment Advisers LLC 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 management fee schedules vary depending on the type of services provided. However, fees charged by Cetera Investment Advisers LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

3424 Boston Rd Suite 5
Bronx, NY 10469

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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

Olukayode Ojo Work History

Olukayode has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Cetera Financial Specialists LLC

2018 - Present (6 years)

Cetera Investment Advisers LLC

2002 - Present (22 years)

Finbuzz Consulting Inc

2006 - 2018 (12 years)

H D Vest

*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 Olukayode Ojo 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

Michelle Yang
San Marino, CA
Joseph Charron
Oklahoma City, OK
Erin Mcclain
Philadelphia, PA
Howard Hsieh
Irvine, CA
Michael Nelson
Anaheim, CA
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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