Thomas Joseph Colbert
Investment adviser representative at Cetera Investment Advisers LLC
29 yearsExperience
3 statesRegistered in
ChFC®Designation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCJun 2021 to now
- Cem Realty TrustNov 2008 to now
- Vista Financial Group, IncJul 1998 to now
- Vista Insurance Agency, IncJul 1997 to now
- Voya Financial AdvisorsSep 2014 to Jun 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
State registrations
Registered as an investment adviser representative in 3 states (MA, TX, VT).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1444458
- Firm CRD
- 105644