Terri Ann Goleno
Investment adviser representative at Cetera Investment Advisers LLC
35 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
35 years in the industry.
- Cetera Wealth Services, LLCSep 2025 to now
- Cetera Investment Advisers LLCAug 2025 to now
- Terri A Goleno CpaJun 2023 to now
- Cheathan Goleno & Co, P.A., CpaJan 1991 to now
- Fiduciary TrustMay 2018 to May 2018
- Avantax Advisory ServicesFeb 1996 to Sep 2025
- Avantax Investment Services, Inc.Jun 1995 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 2633208
- Firm CRD
- 105644