Toshie Miura
Investment adviser representative at Cetera Investment Advisers LLC
17 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
17 years in the industry.
- Cetera Investment Advisers LLCJan 2026 to now
- Cetera Wealth Services, LLCJan 2026 to now
- Evolving Business LeadershipFeb 2023 to now
- Ren Toshie Miura - Life & Business Coach and ConsultantFeb 2019 to now
- Ren Toshie Miura- Translation and Interpretation Between EnglishMay 2009 to now
- Equitable Advisors LLCFeb 2023 to Dec 2025
- Pruco Securities, LLC.Oct 2017 to Feb 2023
- Prudential Insurance Company of AmericaOct 2017 to Feb 2023
- Principal Life Ins CoAug 2010 to Oct 2017
- Princor Financial Services CorpAug 2010 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 4701500
- Firm CRD
- 105644