Benjamin
Tannarome

Cetera Investment Advisers LLC

CRD#7289240
Investment Advisor
in Portland, OR

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About this Advisor

Benjamin Tannarome is a financial advisor who works out of Portland, Oregon with 1 year of relevant experience. Tannarome is an employee of Cetera Investment Advisers LLC. Their career trajectory has included roles at Equitable Advisors, LLC, Hotel Deluxe, Mccormick'S & Schmicks, Old Spaghetti Factory, Portland State University, New Seasons Market, Portland Community College, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Tannarome maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to serve investors in Oregon. Cetera Investment Advisers LLC is a financial advisory company that has its headquarters in Schaumburg, IL. The company has offices in 1,614 locations and a total of 3,094 employees. It controls $33 billion in assets under management across its 176,986 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 431 charities and foundations. Of its 176,986 client accounts, 23% are associated with high-net-worth clients who have more than $1 million in investable assets. The company provides 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. A financial advisor's fee schedules depend on which services the firm provides the client. However, fees charged by Cetera Investment Advisers LLC can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

13221 Sw 68Th Pwky #460
Portland, OR 97223

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

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

3,094

OR Average: 44
Total Number of Accounts

176,986

OR Average: 2,564
Average Account Size

$188,469

OR 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

Benjamin Tannarome Work History

Benjamin has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Cetera Investment Services LLC

2021 - Present (3 years)

Cetera Investment Advisers LLC

2020 - 2021 (1 year)

Equitable Advisors, LLC

2019 - 2020 (1 year)

Hotel Deluxe

2017 - 2019 (2 years)

Mccormick'S & Schmicks

2016 - 2017 (1 year)

Old Spaghetti Factory

2016 - 2019 (3 years)

Portland State University

2013 - 2016 (3 years)

Portland Community College

2012 - 2015 (3 years)

New Seasons Market

*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 Benjamin Tannarome 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

Kevin Delvalle
Jacksonville, FL
Larry Ellis
Edmond, OK
Michael Nelson
Anaheim, CA
Eric Siegeltuch
Yonkers, NY
Kory Doty
Effingham, IL
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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