Marie Anne Canterbury
Investment adviser representative at Cetera Investment Advisers LLC
14 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
14 years in the industry.
- Cetera Investment Advisers LLCSep 2023 to now
- Cetera Financial Specialists LLCSep 2023 to now
- Opta FinancialSep 2023 to now
- Canterbury Wealth ManagementJul 2023 to now
- MassmutualJan 2021 to Sep 2023
- MML Investors ServicesJan 2021 to Sep 2023
- T. Rowe Price Investment Services Inc/t Rowe Price Advisory SvcMay 2012 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 2260119
- Firm CRD
- 105644