Shahzad Shamsuddin
Investment adviser representative at Cetera Investment Advisers LLC
16 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
16 years in the industry.
- Thai Triad IncJun 2025 to now
- Cetera Investment Advisers LLCJun 2022 to now
- Cetera Financial Specialists LLCJun 2022 to now
- Old Second National BankNov 2020 to now
- Old Second Wealth ManagementMay 2018 to now
- LPL Financial LLCNov 2020 to Jun 2022
- Fifth Third BankMay 2019 to Oct 2020
- Fifth Third SecuritiesMay 2019 to Oct 2020
- Mb Financial BankAug 2014 to Apr 2019
- Cetera Investment Advisers LLCJan 2014 to May 2019
- Cetera Investment Services LLCAug 2012 to May 2019
- Mb FinancialMar 2010 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 5247788
- Firm CRD
- 105644