Romana
Popewiny

Cetera Investment Advisers LLC

CRD#2299204
Investment Advisor
in Philadelphia, PA

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About this Advisor

Romana Popewiny is a financial advisor working in Philadelphia, Pennsylvania with a total of 4 years of relevant experience. Popewiny is on the advisory team at Cetera Investment Advisers LLC. During their career, the advisor has held roles at Foresters Financial, Foresters Advisory Services LLC, Forester Financial Services, Cetera Investment Advisers LLC and Cetera Investment Services LLC. Popewiny has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to advise clients in Pennsylvania. Cetera Investment Advisers LLC is a financial advisory company that has its headquarters in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 financial advisors. It manages $33 billion in total assets among its 176,986 accounts, placing it among the biggest firms in the United States 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 at least $1 million in assets available to invest. Cetera Investment Advisers LLC has a number of services, including 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 fees typically are based on the type of financial services. However, fee types charged by Cetera Investment Advisers LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

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

Romana Popewiny Work History

Romana has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Cetera Investment Advisers LLC

2019 - Present (5 years)

Cetera Investment Services LLC

2019 - 2019 (< 1 year)

Forester Financial Services

2015 - 2019 (4 years)

Foresters Advisory Services LLC

1992 - 2019 (27 years)

Foresters Financial

*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 Romana Popewiny 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

Michael Nelson
Anaheim, CA
Christopher Debeikes
Medford, OR
Erin Mcclain
Philadelphia, PA
Howard Hsieh
Irvine, CA
Stuart Wilson
Athens, AL
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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