Samuel Tyrone Smith
Investment adviser representative at Cetera Investment Advisers LLC
32 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Samuel Tyrone Smith? Claim your profile
Contact this firm
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
32 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Taxsmiths LLCFeb 2010 to now
- Public Service Electric and Gas CompanyFeb 1994 to now
- Avantax Advisory ServicesAug 2020 to Sep 2025
- Avantax Insurance Agency, LLCAug 2020 to Sep 2025
- Avantax Investment Services IncAug 2020 to Sep 2025
- Real Estate - Residential Rental PropertyJul 2014 to Nov 2021
- Cetera Investment Advisers LLCJan 2008 to Jul 2020
- Cetera Financial Specialists LLCSep 2006 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 5219742
- Firm CRD
- 105644