Evan Robin Guido
Investment adviser representative at Cetera Investment Advisers LLC
19 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
19 years in the industry.
- Aksala Ventures LLCJul 2026 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Cetera Investment Advisers, LLCAug 2025 to now
- Avantax Planning Partners, Inc.May 2021 to now
- Aksala Wealth Advisors, LLCOct 2018 to now
- Sarasota Herald TribuneMar 2016 to now
- Sunshine Investment HomesApr 2010 to now
- Avantax Advisory ServicesNov 2018 to Sep 2025
- Avantax Insurance Agency LLCNov 2018 to Sep 2025
- Avantax Investment Services, Inc.Nov 2018 to Sep 2025
- Robert W. Baird & Co. IncorporatedMar 2007 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 4418691
- Firm CRD
- 105644