Elier Agustin Peraza
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCJul 2025 to now
- Cetera Wealth Services, LLCJul 2025 to now
- Johanson & YauAug 2016 to now
- Jy Wealth CareAug 2016 to now
- Avantax Insurance AgencyFeb 2020 to Sep 2025
- Avantax Advisory ServicesOct 2019 to Sep 2025
- Avantax Investment Services, Inc.Oct 2019 to Sep 2025
- Avantax Insurance Services, Inc.Aug 2016 to Sep 2025
- Jy Wealthcare, LLCAug 2016 to Dec 2021
- 1st Global Advisors, Inc.Aug 2016 to Oct 2019
- 1st Global Capital Corp.Aug 2016 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
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
- 5218100
- Firm CRD
- 105644