Anna Perasso
Investment adviser representative at Cetera Investment Advisers LLC
14 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
14 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Center for Financial Strategies LLC.May 2025 to now
- Avantax Advisory ServicesSep 2020 to Sep 2025
- Avantax Insurance Agency And/or Avantax Insurance ServicesSep 2020 to Sep 2025
- Avantax Investment Services, Inc.Sep 2020 to Sep 2025
- UnemployedFeb 2020 to Aug 2020
- HSBC Securities (USA) Inc.Jan 2018 to Jan 2020
- JPMorgan Securities LLCJun 2017 to Jan 2018
- TIAAAug 2012 to Jun 2017
- TIAA-CREF Individual & Institutional Services, LLCAug 2012 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
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
- 2844900
- Firm CRD
- 105644