Mercedes
Mcfarland

Cetera Investment Advisers LLC

CRD#6663238
Investment Advisor
in Bridgeville, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mercedes Mcfarland is a financial advisor based in Bridgeville, Pennsylvania, working with Cetera Investment Advisers LLC. Mercedes has previously held positions at Federated Securities Corp, Federated Investors Inc, Hefren-Tillotson, Hal's Bar & Grill, Seven Fields Wealth Management, Duquesne University, The Clubhouse, MDT Advisers, A Division Of Federated MDTA LLC, Federated Investment Counseling, Federated Global Investment Management Corp, Citizens Securities, Inc, JP Morgan Chase Bank, N.A, JP Morgan Securities, LLC, Cetera Advisor Networks LLC, DSF Wealth Management Group, LLC, US Dept. Of Elections, and Cetera Investment Advisers LLC. Mercedes has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Mercedes is part of Cetera Investment Advisers LLC, which operates out of Bridgeville, Pennsylvania. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

1195 Washington Pike Ste 102
Bridgeville, PA 15017

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

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

6,648

PA Average: 44
Total Number of Accounts

423,554

PA Average: 2,564
Average Account Size

$246,648

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

Mercedes Mcfarland Work History

2023 - Present (1 year)

Cetera Investment Advisers LLC

2022 - Present (2 years)

Cetera Advisor Networks LLC

2022 - Present (2 years)

Dsf Wealth Management Group,LLC

2020 - Present (4 years)

Us Dept. Of Elections

2020 - 2022 (2 years)

Jp Morgan Chase Bank, N.A

2020 - 2022 (2 years)

Jp Morgan Securities, LLC

2019 - 2020 (1 year)

Citizens Securities, Inc

2016 - 2019 (3 years)

Federated Securities Corp

2016 - 2019 (3 years)

Federated Investors Inc

2016 - 2019 (3 years)

Mdt Advisers, A Division Of Federated Mdta LLC

2016 - 2019 (3 years)

Federated Investment Counseling

2016 - 2019 (3 years)

Federated Global Investment Management Corp

2015 - 2016 (1 year)

Hefren-Tillotson

2015 - 2015 (< 1 year)

Hal'S Bar & Grill

2015 - 2015 (< 1 year)

Seven Fields Wealth Management

2014 - 2014 (< 1 year)

Duquesne University

2014 - 2016 (2 years)

Duquesne University

2014 - 2014 (< 1 year)

The Clubhouse

Disclosures

Please visit the SEC profile of Mercedes Mcfarland 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

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started