Stuart Martin Flaum
Investment adviser representative at Cetera Investment Advisers LLC
18 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
18 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Anthem Inc.Jan 2020 to now
- Unitedhealthcare Insurance CompanyJan 2020 to now
- Health Insurance Plan of Greater New YorkJan 2019 to now
- Stuart Flaum Consulting, LLCMay 2016 to now
- Oxford Health Plans LLCJan 2009 to now
- Healthpass Insurance TrustJun 2008 to now
- Avantax Advisory ServicesJan 2022 to Sep 2025
- Avantax Insurance Agency, LLCJan 2022 to Sep 2025
- Avantax Investment Services Inc.Jan 2022 to Sep 2025
- MML Investors Services, LLCMar 2017 to Jan 2022
- Eagle Strategies LLCFeb 2017 to Mar 2017
- Massmutual Life Insurance CompanyDec 2016 to Jan 2022
- Nylife Securities LLCDec 2016 to Mar 2017
- New York Life Insurance CoOct 2016 to Mar 2017
- Special Needs Family Planning, LLCMay 2016 to Sep 2020
- MML Investors Services, LLCOct 2012 to Nov 2016
- Mass Mutual Life Insurance CoSep 2012 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5508505
- Firm CRD
- 105644