Edward Gabriel Cruz
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCMay 2026 to now
- Cetera Investment Services LLCApr 2026 to now
- Hancock Whitney BankApr 2026 to now
- Brinker Capital SecuritiesOct 2025 to Mar 2026
- Orion Portfolio SolutionsOct 2025 to Mar 2026
- UnemployedMay 2025 to Oct 2025
- Texas Southern UniversityAug 2023 to May 2025
- UnemployedApr 2023 to Aug 2023
- LPL Financial LLCSep 2022 to Apr 2023
- Texas Dow Employee Credit UnionSep 2022 to Apr 2023
- Frost Brokerage ServicesMay 2020 to Sep 2022
- Next Financial Group Inc.Apr 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (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
- 2491924
- Firm CRD
- 105644