Fabian Smith
Investment adviser representative at Cetera Investment Advisers LLC
32 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
32 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Turbo TaxDec 2021 to now
- Blue Skies Financial Advisors LLCJan 2021 to now
- The Cona Group IncJan 2011 to now
- Avantax Insurance Agency And/or Avantax Insurance Services.Oct 2021 to Sep 2025
- Avantax Advisory ServicesAug 2020 to Sep 2025
- Avantax Investment Services, Inc.Aug 2020 to Sep 2025
- IbmSep 2019 to Sep 2020
- At&tJul 1994 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5464084
- Firm CRD
- 105644