Adeline Wong
Investment adviser representative at Cetera Investment Advisers LLC
22 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
22 years in the industry.
- Cetera Investment Advisers LLCJul 2017 to now
- Cetera Advisors LLCJul 2017 to now
- Cetera Financial Specialists LLCJul 2017 to now
- Cetera Investment Services LLCJul 2017 to now
- Cetera Wealth Services, LLCJul 2017 to now
- First Allied Securities, Inc.Jul 2017 to Sep 2022
- Summit Financial Group IncJul 2017 to May 2021
- First Allied Advisory Services, Inc.Jul 2017 to Nov 2020
- Summit Brokerage Services, Inc.Jul 2017 to Dec 2019
- Linsco/private Ledger Corp.Jun 2004 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2747378
- Firm CRD
- 105644