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Kenneth T Walcyk

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.

  1. Cetera Investment Advisers LLCNov 2021 to now
  2. Cetera Investment Services LLCNov 2021 to now
  3. Pruco Securities LLCJul 2017 to Dec 2021
  4. Prudential Insurance Company of AmericaJul 2017 to Dec 2021
  5. MML Investors Services, LLCMar 2017 to Jul 2017
  6. Metlife Securities IncJul 2012 to Jul 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
2522401
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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