Antonio Alvarez
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 LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Alvarez-soto Ats Insurance Service IncAug 2022 to now
- Ats Payroll Solutions LLCJun 2021 to now
- A & M Investments LLCOct 2018 to now
- Cachorro Investments LLCOct 2018 to now
- Chewy Investments LLCOct 2018 to now
- Alvarez Tax Service LLC dba Ats ConsultingDec 2012 to now
- Ante Investments LLCDec 2012 to now
- Jac Property Maintenance Services IncApr 2010 to now
- Avantax Advisory ServicesJul 2023 to Sep 2025
- Avantax Investment Services Inc.Jul 2023 to Sep 2025
- Avantax Insurance Agency, LLCJul 2023 to Oct 2023
- Transamerica Financial Advisors, IncNov 2021 to Jul 2023
- Avantax Insurance Agency And/or Avantax Insurance ServicesApr 2010 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
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
- 2480881
- Firm CRD
- 105644