Shishir Shastry
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Wealth Services, LLCAug 2023 to now
- Keller Williams Anaheim Hills Yorba LindaMay 2023 to now
- Strategic Fortune Wealth Management-insurance Securities and FinSep 2022 to now
- City First Mortgage Services, LLCMay 2023 to Jan 2026
- Minnesota Life Insurance CoSep 2022 to Aug 2023
- Securian Financial Services IncSep 2022 to Aug 2023
- Cano HealthDec 2021 to Jul 2022
- BuzzrxMay 2020 to Jan 2026
- MML Investors Services, LLCJun 2019 to Oct 2020
- Massmutual Life Insurance CompanyMay 2019 to Oct 2020
- 1st Platinum Realty & Gw GoldenApr 2019 to Apr 2023
- Office1Oct 2018 to Jul 2019
- UnemployedJul 2018 to Oct 2018
- Global Imaging/ Socal Office TechnologiesNov 2017 to Jul 2018
- UnemployedJul 2017 to Nov 2017
- Pruco Securities LLCAug 2015 to Jul 2017
- The Prudential Insurance Company of AmericaAug 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5472919
- Firm CRD
- 105644