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Aaron David Niederman

Investment adviser representative at Cetera Investment Advisers LLC
21 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

21 years in the industry.

  1. Cetera Investment Advisers LLCAug 2023 to now
  2. Cetera Wealth Services, LLCAug 2023 to now
  3. MargfinancialJan 2021 to now
  4. Mid Atlantic Benefit StrategiesJan 2005 to now
  5. Mid Atlantic Resource GroupJan 2005 to now
  6. Minnesota Life Insurance CompanyJan 2005 to Aug 2023
  7. Securian Financial Services IncJan 2005 to Aug 2023

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 2 states (NJ, 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
4904547
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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