Erin
Mcclain

Cetera Investment Advisers LLC

CRD#5166083
Investment Advisor
in Philadelphia, PA

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About this Advisor

Erin Mcclain is a certified financial planner based out of Philadelphia, Pennsylvania. Mcclain is an advisor for Cetera Investment Advisers LLC. During their career, Mcclain has held roles at Mycio Wealth Partners, LLC, The Vanguard Group, Inc, Unknown, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Mcclain maintains Series 66 and Series 63 licenses, designating them as a securities broker, and is approved to serve investors in Pennsylvania. Cetera Investment Advisers LLC is a registered investment business operating out of Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 financial advisors. It administers $33 billion in assets among its 176,986 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 431 charities and foundations. Of its 176,986 customer accounts, 23% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm has a diverse array 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. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees billed by Cetera Investment Advisers LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 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

1800 John F Kennedy Blvd Suite 800
Philadelphia, PA 19103

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

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

3,094

PA Average: 44
Total Number of Accounts

176,986

PA Average: 2,564
Average Account Size

$188,469

PA 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

Erin Mcclain Work History

Erin has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Cetera Investment Services LLC

2023 - Present (1 year)

Cetera Investment Advisers LLC

2022 - 2023 (1 year)

Unknown

2017 - 2022 (5 years)

The Vanguard Group, Inc

2013 - 2017 (4 years)

Mycio Wealth Partners, 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.

Disclosures

Please visit the SEC profile of Erin Mcclain 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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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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