Benjamin
Yglesias

Cetera Investment Advisers LLC

CRD#6721916
Investment Advisor
in Columbia, SC

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About this Advisor

Benjamin Yglesias is a financial advisor based in Columbia, South Carolina, working with Cetera Investment Advisers LLC. Benjamin has previously held positions at Michael Oana Retirement Planning Specialist, Lendup, University Of South Carolina, Scott Insurance, Summit Brokerage Services, Inc, Cetera Advisor Networks LLC, Michael Oana Retirement Planning Specialist, Summit Financial Group Inc, Brisk Maids, and Cetera Investment Advisers LLC. Benjamin has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Benjamin is part of Cetera Investment Advisers LLC, which operates out of Columbia, South Carolina. 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

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

4408 Forest Dr Suite 2001
Columbia, SC 29206

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

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

6,648

SC Average: 44
Total Number of Accounts

423,554

SC Average: 2,564
Average Account Size

$246,648

SC 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 Yglesias Work History

2023 - Present (1 year)

Cetera Investment Advisers LLC

2022 - Present (2 years)

Brisk Maids

2021 - Present (3 years)

Michael Oana Retirement Planning Specialist

2019 - Present (5 years)

Cetera Advisor Networks LLC

2019 - 2021 (2 years)

Summit Financial Group Inc

2016 - 2021 (5 years)

Michael Oana Retirement Planning Specialist

2016 - 2019 (3 years)

Summit Brokerage Services, Inc

2015 - 2016 (1 year)

Lendup

2014 - 2014 (< 1 year)

Scott Insurance

2011 - 2015 (4 years)

University Of South Carolina

Disclosures

Please visit the SEC profile of Benjamin Yglesias 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.

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