Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cetera Investment Advisers offers both wrap and non-wrap fee programs. In a non-wrap fee arrangement, you pay advisory fees and transaction costs separately. In a wrap fee program, you pay a single fee based on a percentage of the account's value, which includes investment adviser services and transaction costs. Fees are negotiable with your advisor. Minimum account opening balances vary by program, often starting at $25,000.
Areas of Practice
Advisor Information
Office location
681 Anderson Dr Foster Plaza 6 Ste 245, Pittsburgh, PA, 15220
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is an independent insurance agent selling disability, fixed annuities, life/accident/health, and long-term care insurance since 2009. He also works as an investment advisor at Vantage Financial, spends a few hours per week teaching retirement planning at Indiana University of PA, and works full-time as a registered representative and investment advisor representative at GCSS.