Bryan Casserly
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Bryan Casserly? Claim your profile
Contact this firm
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
14 years in the industry.
- Cetera Advisors LLCJun 2026 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCJan 2013 to now
- Cetera Investment Advisers LLCJan 2014 to Dec 2016
- Cetera Investment Services LLCJan 2013 to Oct 2021
- Cetera Financial Specialists LLCAug 2012 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4764614
- Firm CRD
- 105644