Samuel Scott Alexander
Investment adviser representative at Cetera Investment Advisers LLC
19 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
19 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Access Wealth LLCNov 2022 to now
- Cetera Advisors LLCJun 2022 to now
- Illuminate Financial GroupJun 2022 to now
- Woodbury Financial Services IncAug 2021 to May 2022
- UnemployedJan 2021 to Jul 2021
- Jackson National Life Distributors LLCJun 2007 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2006
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 5074769
- Firm CRD
- 105644