Sylvia Christine Presley
Investment adviser representative at Cetera Investment Advisers LLC
39 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
39 years in the industry.
- Cetera Wealth Services, LLCSep 2025 to now
- Cetera Investment Advisers LLCAug 2025 to now
- S C Presley and Co., IncJan 1987 to now
- S C Presley and Co Inc dba Presley Tax and AccountingJan 1987 to now
- Avantax Insurance Agency And/or Avantax Insurance ServicesDec 1995 to Sep 2025
- Avantax Advisory ServicesAug 1995 to Sep 2025
- Avantax Investment Services, Inc.Aug 1994 to Sep 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 2527756
- Firm CRD
- 105644