William Richard Forte
Investment adviser representative at Cetera Investment Advisers LLC
36 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
36 years in the industry.
- Cetera Investment Advisers LLCJul 2021 to now
- Cetera Investment Services LLCJul 2021 to now
- Forte Investment Fund IncSep 1990 to now
- Orville W Forte Charitable FoundationSep 1990 to now
- Town of DoverDec 2018 to Jul 2020
- Rotary Club of NeedhamJul 2013 to Jun 2021
- Various Insurance Carriers for W&r Insurance Agencies, IncFeb 2009 to Jul 2021
- Waddell & Reed, IncFeb 2009 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 5389843
- Firm CRD
- 105644