Nathan Marc Cedarleaf
Investment adviser representative at Cetera Investment Advisers LLC
14 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
14 years in the industry.
- Cetera Investment Advisers LLCFeb 2021 to now
- Cetera Investment Services LLCFeb 2021 to now
- Minster BankSep 2020 to now
- UnemployedMay 2020 to Aug 2020
- Fidelity Personal and Workplace AdvisorsJul 2018 to Apr 2020
- Fidelity InvestmentsNov 2012 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4341451
- Firm CRD
- 105644