Todd Evan Davies
Investment adviser representative at Cetera Investment Advisers LLC
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Cetera Investment Advisers LLCJan 2021 to now
- Cetera Investment Services LLCJan 2021 to now
- Fidelity Brokerage Services LLCMay 2019 to Dec 2020
- Morgan Stanley Private Bank, National AssociationJan 2015 to May 2019
- Morgan Stanley Smith BarneyMar 2011 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5317874
- Firm CRD
- 105644