Eric Matthew Souder
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCNov 2025 to now
- Cetera Investment AdvisorsNov 2025 to now
- Cetera Wealth Services, LLCNov 2025 to now
- Dort Financial Credit Union dba Cetera NetworksNov 2025 to now
- Dort Financial Investment ServicesNov 2025 to now
- Capital AnalystsJun 2021 to Oct 2025
- Lincoln InvestmentJun 2021 to Oct 2025
- The Vanguard Group, Inc.Jan 2017 to May 2021
- TD BankFeb 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 5348243
- Firm CRD
- 105644