Bryan Jeffrey Clegg
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
Are you Bryan Jeffrey Clegg? 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
13 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Dauntless Wealth Management LLCOct 2024 to now
- Clegg Wealth Strategies LLCJun 2022 to now
- Avantax Advisory ServicesJun 2022 to Sep 2025
- Avantax Insurance Agency, LLCJun 2022 to Sep 2025
- Avantax Investment Services, Inc.Jun 2022 to Sep 2025
- Alliance Wealth Strategies LLCJun 2022 to Nov 2024
- Ameriprise Financial Services, Inc.Sep 2013 to Jun 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (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
- 5271925
- Firm CRD
- 105644