Tamra Lee Maltese
Investment adviser representative at Cetera Investment Advisers LLC
44 yearsExperience
2 statesRegistered 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
44 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Maltese Financial Services LLCJun 2021 to now
- Manzanita LLCAug 2014 to now
- Tami Maltese M.S. C.P.A. C.F.P.Aug 1984 to now
- Tami Maltese C.P.A.Jan 1982 to now
- Rc Financial Services, LLCAug 2019 to Jun 2021
- Fiduciary TrustJun 2017 to Jul 2020
- Avantax Insurance Agency, LLCOct 2008 to Sep 2025
- Avantax Advisory ServicesJun 2004 to Sep 2025
- Avantax Investment Services, Inc.Mar 2002 to Sep 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (MT, 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
- 4528451
- Firm CRD
- 105644