Leah Autumn Clancy
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Leah Autumn Clancy? Claim your profile
Contact this firm
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
14 years in the industry.
- Cetera Investment Advisers LLCApr 2026 to now
- Cetera AdvisorsFeb 2025 to now
- Wilde Wealth ManagementAug 2024 to now
- Wells Fargo Advisors Financial Network, LLCApr 2023 to Dec 2024
- Assetmark Brokerage, LLCAug 2019 to Apr 2023
- Assetmark Financial IncAug 2019 to Apr 2023
- UnemployedMar 2019 to Aug 2019
- LPL Financial LLCJan 2018 to Mar 2019
- Oneaz Credit UnionJan 2018 to Mar 2019
- USAA Financial Planning ServicesMar 2013 to Jan 2018
- USAA Financial Advisors, IncDec 2012 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 5404844
- Firm CRD
- 105644