Gina Stoltz
Investment adviser representative at Cetera Investment Advisers LLC
16 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
16 years in the industry.
- Cetera Investment Advisers LLCApr 2024 to now
- Cetera Investment Services LLCApr 2024 to now
- Hancock Whitney BankApr 2024 to now
- Pruco Securities, LLC.Feb 2021 to Apr 2024
- Prudential Insurance Company of AmericaFeb 2021 to Apr 2024
- W&s Brokerage ServicesFeb 2020 to Feb 2021
- Western Southern LifeJan 2020 to Feb 2021
- Self EmployedDec 2019 to Jan 2020
- Nylife Securities LLCOct 2019 to Dec 2019
- New York Life Insurance CompanyApr 2010 to Dec 2019
- Nylife Distributors LLCApr 2010 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 2131730
- Firm CRD
- 105644