Albert Davidoo
Investment adviser representative at Cetera Investment Advisers LLC
43 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
43 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Albert Davidoo and Company , A Certified Public AcJan 2017 to now
- Albert Davidoo, Stevens, Davidoo & Nenney and CoJul 1983 to now
- Avantax Insurance Agency And/or Avantax Insurance ServicesOct 2021 to Sep 2025
- David W Winsor Apartment TrustJun 2017 to Mar 2020
- Albert Davidoo and Isavi, A Certified Public AccountantJan 2011 to Dec 2016
- Broadpan Properties LLCAug 2004 to Jun 2017
- Avantax Insurance Agency, LLCJun 2002 to Sep 2025
- Avantax Advisory ServicesFeb 2002 to Sep 2025
- Avantax Investment Services, Inc.Jul 2000 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4200859
- Firm CRD
- 105644