Heather R Sherrill
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 LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Alloy Silverstein Financial ServicesJun 2024 to now
- Avantax Insurance Agency And/or Avantax Insurance ServicesFeb 2025 to Sep 2025
- Avantax Advisory ServicesJun 2024 to Sep 2025
- Avantax Investment ServicesJun 2024 to Sep 2025
- New Jersey Tutoring CorpsMar 2024 to May 2024
- Pitman High SchoolSep 2023 to Feb 2024
- Stay At Home MomJul 2023 to Sep 2023
- Lincoln Financial Advisors CorporationMar 2015 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 2663883
- Firm CRD
- 105644