Leslie J. Benzak
Investment adviser representative at Cetera Investment Advisers LLC
25 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
25 years in the industry.
- Cetera Investment Advisers LLCMay 2026 to now
- Cetera Wealth Services, LLCMay 2026 to now
- Tupelo Wealth PartnersNov 2023 to now
- Otium VenturesAug 2021 to now
- Les BenzakJan 2002 to now
- Commonwealth Financial NetworkNov 2023 to May 2026
- Tax ServiceFeb 2012 to Jan 2026
- Lincoln Investment Planning, Inc.Sep 2001 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4459344
- Firm CRD
- 105644