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Gerald Russell Geddes

Investment adviser representative at Cetera Investment Advisers LLC
32 yearsExperience
2 statesRegistered 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

32 years in the industry.

  1. Cetera Investment Advisers LLCSep 2023 to now
  2. Cetera Wealth Services, LLCSep 2023 to now
  3. Kinnect AdvisorsSep 2023 to now
  4. Geddes & Company, P.C.Jan 1991 to now
  5. Cetera AdvisorsMar 2023 to May 2023
  6. Anchor Accounting Services, LLCJan 2023 to May 2023
  7. Minnesota Life Insurance CompanyOct 2021 to Mar 2023
  8. Securian Capital of the ChesapeakeOct 2021 to Mar 2023
  9. Securian Financial Services IncOct 2021 to Mar 2023
  10. LPL Financial LLCMay 2004 to Sep 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 2 states (MD, VA).

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
2679670
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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