Brad James Bryan
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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
12 years in the industry.
- Cetera Investment Advisers LLCDec 2024 to now
- Cetera Investment Services LLCDec 2024 to now
- Citadel Federal Credit UnionJan 2024 to now
- Cuso Financial Services, LPJan 2024 to Dec 2024
- Charles Schwab Bank, SsbDec 2022 to Jan 2024
- Charles Schwab & Co., Inc.Jun 2022 to Jan 2024
- TD Ameritrade Investment Management, LLC.Jun 2022 to Jan 2024
- TD AmeritradeMay 2022 to Jan 2024
- UnemployedFeb 2022 to Apr 2022
- The Vanguard Group, Inc.Jun 2012 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 3173170
- Firm CRD
- 105644