Edward Gary Heller
Investment adviser representative at Cetera Investment Advisers LLC
36 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
36 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- N/a - Fixed Insurance SalesJun 2018 to now
- Heller & Filippone LLPJan 1990 to now
- Real Estate RentalAug 2018 to Dec 2021
- Avantax Advisory ServicesDec 1999 to Sep 2025
- Avantax Investment Services, Inc.May 1999 to Sep 2025
- National Tax Service Inc.Jan 1991 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 3236783
- Firm CRD
- 105644