Brad Alan Greenbaum
Investment adviser representative at Cetera Investment Advisers LLC
27 yearsExperience
2 statesRegistered in
ChFC®Designation
$256.8BFirm assets
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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
27 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Fairfield Benefit Associates, IncApr 2019 to now
- Cetera Wealth Services, LLCSep 2013 to now
- Alitgro Financial GroupNov 2006 to now
- Altigro Actuarial Services, IncNov 2006 to now
- Altigro Pension Svcs, Altigro Benefit Svcs & Altigro Resource GrNov 2006 to now
- Fairfield Management Services, IncNov 2000 to now
- Altigro Retirement Services LLCJan 2021 to Sep 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 2505763
- Firm CRD
- 105644