Eric E. Harley
Investment adviser representative at Cetera Investment Advisers LLC
12 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
12 years in the industry.
- Cetera Investment Advisers LLCMay 2025 to now
- Cetera Investmet Advisers LLCMay 2025 to now
- Cetera Wealth Services, LLCMay 2025 to now
- Merrick Financial GroupJan 2022 to now
- Omega 88 Group LLCAug 2014 to now
- Kestra Advisory Services LLCJan 2022 to Apr 2025
- Kestra Investment Services LLCJan 2022 to Apr 2025
- JP Morgan Chase Bank, N.A.Sep 2019 to Jan 2022
- JP Morgan Securities, LLCSep 2019 to Jan 2022
- Kestra Advisory Services, LLCFeb 2018 to Oct 2019
- Kestra Investment Services, LLCFeb 2018 to Oct 2019
- LPL Financial LLCApr 2014 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2005
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
- 2678289
- Firm CRD
- 105644