To You, the Clients of Our Advisors

Although we directly serve your financial advisor, all our market research, industry insight, product due diligence, and advanced technology are ultimately focused on you, the client, and the loved ones you are investing for. And we never forget that.

Welcome

YOU’RE WORKING WITH ONE OF THE BEST ADVISORS IN THE BUSINESS

You deserve the confidence that comes from working with a trusted financial advisor. And you are. We know because we deliver the resources your advisor needs to best serve you. Drawing on our technology, research and culture of risk management, your advisor is free to choose investments that represent legitimate opportunities for you, are based on well-understood economic models, and carry strong economic merit within the current market.

How we support your advisor

Financial Solutions

Our diverse offerings help your advisor select those that best suit your needs.

Network of Support & Services

Our services allow your advisor to focus more on your financial goals.

Investment Protection

Our regulatory supervision, guidance and training focus on protecting you and your investments.

Tools & Technology

Our tools enable your advisor to build your wealth and plan your legacy.

Access Your Account

Please contact your advisor for information about your accounts.

Meet the Cetera Advisors Executive Team

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Brett Harrison
Chief Executive Officer
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Erinn Ford
President
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Bernard Breton
Chief Compliance Officer

Meet the Tower Square Research Team

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Craig E. Columbus
President
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Jeffrey J. Mindlin, CFA
Executive Director & Co-Chief Investment Officer
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Gene Goldman, CFA
Director of Research & Co-Chief Investment Officer
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Lon J. Gerber
Chief Operating Officer
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Barton T. Liro
Investment Director
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Brian D. Wright, CFA
Senior Portfolio Manager
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Collin Martin, CFA
Portfolio Manager
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Suehyun Kim
Investment Research Director
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Hristo Stefanov, CFA, CAIA
Investment Research Director
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Brian Klimke, CFA
Investment Research Director
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Rick Andersen
Investment Research Director

Investor Information and Disclosures

Cetera Advisors ADV 2A

Important Information about Investing

Important Disclosures

Cetera Advisors Privacy Policy

Cetera Advisors Website Privacy Policy

Cetera Advisors Compensation

Retirement Partners

FINRA Rules 2090 & 2111

529 Plan Disclosure

Insurance Agency Compensation

Strategic Partners

FLEXINSURED ACCOUNT®

Cetera Advisors Business Continuity Plan Summary

Internet Security Statement

Cetera Advisors Custody Services

Cetera Advisors Sweep Program