Elizabeth Mcquade
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
10 years in the industry.
- Cetera Investment Advisers LLCApr 2025 to now
- California Coast Credit UnionApr 2025 to now
- Cetera Investment Services LLCApr 2025 to now
- Ameriprise Financial Services, LLCSep 2024 to now
- UnemployedMay 2024 to Aug 2024
- Hcr Wealth AdvisorsSep 2023 to Apr 2024
- UnemployedMay 2023 to Sep 2023
- AscensusMay 2022 to May 2023
- World Financial GroupNov 2021 to May 2022
- UnemployedMar 2021 to Nov 2021
- Eagle Strategies LLCNov 2020 to Dec 2020
- New York Life Insurance Co.Sep 2020 to Dec 2020
- Nylife Securities LLCSep 2020 to Dec 2020
- Steel Peak Wealth Management, LLCFeb 2020 to Mar 2021
- UnemployedFeb 2020 to Aug 2020
- Osher Van De Voorde InvestmentsJul 2019 to Feb 2020
- Alpha Cubed InvestmentsMay 2019 to Jun 2019
- Wells FargoDec 2016 to May 2019
- UnemployedSep 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 1646752
- Firm CRD
- 105644