Cetera Investment Advisers LLC
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About this Advisor
Cory Smith is a financial advisor based out of Bluffton, South Carolina. Smith works at Cetera Investment Advisers LLC. Smith has gained experience at Cetera Investment Services LLC, Regions Bank, Ralph Lauren Corp and Cetera Investment Advisers LLC. Smith has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in South Carolina and Texas. Cetera Investment Advisers LLC is an advisory company operating out of Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 advisors. It manages $33 billion in assets under management among its 176,986 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 431 charities and foundations. Of its 176,986 accounts, 23% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm 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. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees billed by Cetera Investment Advisers LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
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Cetera Investment Advisers LLC Brokerage Details
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
Cory Smith Work History
Cory has been registered as a financial advisor for 0 years.*
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Ralph Lauren Corp
*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.
Please visit the SEC profile of Cory Smith 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
New York, NY
Fort Lauderdale, FL
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 email@example.com.
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