Colleen K O'donnell
Investment adviser representative at Cetera Investment Advisers LLC
12 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
12 years in the industry.
- Cetera Investment Advisers LLCJun 2026 to now
- Cetera Wealth Services, LLCJun 2026 to now
- Tucker Bria Wealth StrategiesMar 2026 to now
- Griz Global SolutionsSep 2025 to Dec 2025
- Purshe Kaplan Sterling Investments, Inc.Mar 2024 to Jul 2025
- The Pines Wealth Management, LLCMar 2024 to Jul 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2014 to Mar 2024
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4751374
- Firm CRD
- 105644