Roy Sebastian Chereath
Investment adviser representative at Cetera Investment Advisers LLC
23 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
23 years in the industry.
- Cetera Investment Advisers LLCMar 2026 to now
- Cetera Wealth Services, LLCMar 2026 to now
- Brunswick Tax CenterJan 2022 to now
- Progressive InsuranceSep 2016 to now
- DomasysJul 2007 to now
- Chereath Management AssociatesJan 2005 to now
- Chereath Capital Management, LLCOct 2004 to now
- Roy S Chereath CpaJul 2003 to now
- Cetera Investment Advisers LLCSep 2025 to Feb 2026
- Cetera Wealth Services, LLCSep 2025 to Feb 2026
- Avantax Advisory ServicesApr 2022 to Sep 2025
- Avantax Insurance Agency, LLCMar 2017 to Sep 2025
- Avantax Investment Services, Inc.Nov 2015 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
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
- 2813522
- Firm CRD
- 105644