Joel Timothy Bennett
Investment adviser representative at Cetera Investment Advisers LLC
16 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
16 years in the industry.
- Cetera Investment Advisers LLCJan 2026 to now
- Cetera Financial Specialists LLCAug 2025 to now
- HK Wealth Management Group, LLCJun 2025 to now
- Hedley & Co., Pllc Certified Public AccountantsJun 2025 to now
- Curi Rmb CapitalJan 2024 to Apr 2025
- Mount Yale Investment Advisors, LLCSep 2022 to Dec 2023
- Atlas Capital ManagementOct 2021 to Aug 2022
- Cardea Capital AdvisorsJun 2021 to Jul 2021
- Q3 Asset Management CorporationAug 2020 to May 2021
- UnemployedApr 2020 to Aug 2020
- FinfolioMar 2020 to Apr 2020
- UnemployedNov 2019 to Mar 2020
- Flexible Plan InvestmentsJan 2019 to Nov 2019
- UnemployedNov 2018 to Jan 2019
- Smartx Advisory SolutionsApr 2018 to Nov 2018
- Eqis Capital ManagementFeb 2010 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2025
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
- 4186733
- Firm CRD
- 105644