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Andrew Austin Sirvis

Investment adviser representative at Cetera Investment Advisers LLC
19 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

19 years in the industry.

  1. Cetera Investment Advisers LLCJun 2023 to now
  2. Cetera Wealth Services, LLCOct 2019 to now
  3. Andrew Sirvis TrusteeMar 2012 to now
  4. A. Asset Wealth Management, Inc.Aug 2007 to now
  5. North Fork Asset Management Inc.Aug 2007 to now
  6. National Securities CorporationJun 2007 to Oct 2019

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
4970459
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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