Crystal Aesook Nguyen
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Cnn LLCMar 2022 to now
- Totus Wealth Management LLCMay 2021 to now
- Cetera Advisors LLCApr 2021 to now
- Our Ten Cents LLCDec 2020 to now
- Texas Gulf Coast Financial Group LLCApr 2021 to Jul 2022
- Totus Financial Group, IncApr 2021 to Jul 2022
- MML Investors Services, LLCMar 2017 to Apr 2021
- Massmutual Life Insurance CoJul 2016 to Apr 2021
- Msi Financial ServicesJul 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (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
- 4673988
- Firm CRD
- 105644