Chad Elliot Cartier
Investment adviser representative at Cetera Investment Advisers LLC
16 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
16 years in the industry.
- Cartier WealthAug 2025 to now
- Cetera Investment Advisers, LLCMar 2017 to now
- Cetera Financial Specialists LLCMar 2017 to now
- Pillar Plan FinancialNov 2010 to now
- Ameritas Life Insurance CorpJan 2015 to Mar 2017
- Ameritas Investment CorpJan 2011 to Mar 2017
- Avocar FinancialNov 2010 to Mar 2017
- Cfs MidwestNov 2010 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 5390569
- Firm CRD
- 105644