Wheat Andrew Kelley
Investment adviser representative at Cetera Investment Advisers LLC
12 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
12 years in the industry.
- Cetera Investment Advisers LLCSep 2024 to now
- Cetera Investment Services LLCSep 2024 to now
- Regions BankSep 2024 to now
- Wells Fargo Clearing Services, LLCOct 2021 to Sep 2024
- PNC InvestmentsAug 2021 to Oct 2021
- Bbva Compass Insurance Agency, Inc.Jan 2018 to Aug 2021
- Bbva Securities Inc.Jan 2018 to Aug 2021
- Bbva Wealth Solutions, Inc.Jan 2018 to Aug 2021
- Compass BankJan 2018 to Aug 2021
- Bb&t Securities, LLCJan 2018 to Jan 2018
- BbtisOct 2014 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 1785019
- Firm CRD
- 105644