Christopher Thomas Pakos
Investment adviser representative at Cetera Investment Advisers LLC
30 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
30 years in the industry.
- Pakos Wealth Solutions, Inc.Jul 2026 to now
- Parquette and Associates, Cpas, PcJan 2023 to now
- Pakos Wealth Management, IncJul 2022 to now
- Cetera Investment Advisers LLCNov 2020 to now
- Cetera Financial Specialists LLCNov 2020 to now
- Avantax Insurance Agency, LLCJan 2017 to Nov 2020
- Avantax Advisory ServicesJul 2014 to Nov 2020
- Avantax Investment Services, Inc.Jun 1999 to Nov 2020
- Christopher T Pakos C.P.A.Nov 1996 to Jul 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 3252118
- Firm CRD
- 105644