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Eatan Vijan

Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered 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

11 years in the industry.

  1. Cetera Investment Advisers LLCSep 2025 to now
  2. Cetera Wealth Services, LLCSep 2025 to now
  3. Avantax Advisory ServicesNov 2022 to Sep 2025
  4. Avantax Insurance Agency And/or Avantax Insurance Services.Nov 2022 to Sep 2025
  5. Avantax Investment Services Inc.Nov 2022 to Sep 2025
  6. Avantax Insurance Agency, LLCNov 2022 to Dec 2022
  7. Keypoint Credit UnionOct 2018 to Nov 2022
  8. Pfg AdvisorsOct 2018 to Nov 2022
  9. Securities America, Inc.Oct 2018 to Nov 2022
  10. UnemployedMay 2018 to Oct 2018
  11. TD Ameritrade Investment Management, LLCMar 2015 to May 2018
  12. Tdameritrade, IncMar 2015 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
5158650
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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