Brett
Bailey

Cetera Investment Advisers LLC

CRD#7787835
Investment Advisor
in Houston, TX

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About this Advisor

Brett Bailey is a financial advisor based in Houston, Texas, working with Cetera Investment Advisers LLC. Brett has previously held positions at Pine Forest Country Club, Vizza Wash Lp D.B.A. The Wash Tub, Powerhouse, Student, Img Financial Group, Cetera Advisor Networks, No Job, and Cetera Investment Advisers. Brett has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Brett is part of Cetera Investment Advisers LLC, which operates out of Houston, Texas. 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

4550 Post Oak Place Suite 125
Houston, TX 77027

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

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

6,648

TX Average: 44
Total Number of Accounts

423,554

TX Average: 2,564
Average Account Size

$246,648

TX 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

Brett Bailey Work History

2024 - Present (0 year)

Cetera Investment Advisers

2023 - Present (1 year)

Img Financial Group

2023 - Present (1 year)

Cetera Advisor Networks

2023 - 2023 (< 1 year)

No Job

2020 - 2023 (3 years)

Vizza Wash Lp D.B.A. The Wash Tub

2020 - 2021 (1 year)

Powerhouse

2018 - 2020 (2 years)

Student

2016 - 2018 (2 years)

Pine Forest Country Club

2013 - 2016 (3 years)

Student

Disclosures

Please visit the SEC profile of Brett Bailey 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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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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