Terrance Lee Sonnenfeld
Investment adviser representative at Cetera Investment Advisers LLC
21 yearsExperience
3 statesRegistered 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
21 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCMay 2022 to now
- Sonnenfeld Financial, Inc. dba the Sfi GroupJul 2007 to now
- NextepJul 2025 to Jun 2026
- Insperity (peo)Jul 2020 to Jul 2025
- Sonnenfeld Financial IncSep 2008 to Jan 2020
- Geneos Wealth Management Inc.Jan 2005 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 3 states (FL, MN, TX).
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
- 2216263
- Firm CRD
- 105644