Dean Anthony Carpenter
Investment adviser representative at Cetera Investment Advisers LLC
19 yearsExperience
1 stateRegistered 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
19 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Resurrection Catholic Parish Finance Committee MemberSep 2024 to now
- Gbu Financial LifeApr 2015 to now
- Carpenter Financial ServicesApr 2014 to now
- Upmc Health Plan Medicare ProgamSep 2018 to Jan 2020
- Avantax Advisory ServicesAug 2015 to Sep 2025
- Minnesota Life Insurance CompanyApr 2015 to Jan 2020
- The Cinncinnati Life Insurance CompanyApr 2015 to Jan 2018
- Davevic Benefit ConsultantsOct 2014 to Jan 2020
- Avantax Insurance Agency, LLCApr 2014 to Sep 2025
- Avantax Investment Services, Inc.May 2007 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5347893
- Firm CRD
- 105644