Summer Rae Pretzer
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Advisors LLCApr 2021 to now
- Cetera Financial Specialists LLCApr 2021 to now
- Cetera Investment Services LLCApr 2021 to now
- Cetera Wealth Services, LLCApr 2017 to now
- Avantax Investment Services IncMay 2025 to Sep 2025
- First Allied Securities, Inc.Apr 2021 to Sep 2022
- Academy Securities Inc.Dec 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2005
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
- 3092389
- Firm CRD
- 105644