Stanley Eugene Retz
Investment adviser representative at Cetera Investment Advisers LLC
38 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
38 years in the industry.
- Eag, Pa, CpasJan 2021 to now
- Retz Financial, IncJan 2021 to now
- Cetera Investment Advisers LLCDec 2006 to now
- Citrus Motors, IncDec 2006 to now
- Cetera Financial Specialists LLCJun 2004 to now
- Fawn Lake Community AssociationMay 2021 to Nov 2023
- Retz Baker Pa Cpa'sAug 1985 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 2955340
- Firm CRD
- 105644