Bryan D. Thomas
Investment adviser representative at Cetera Investment Advisers LLC
18 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Bryan D. Thomas? 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
18 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- B. Thomas Holdings, Inc.Dec 2024 to now
- Avayla Solutions LLC dba BlazebiteMay 2017 to now
- Bt Innovations LLCMar 2017 to now
- Lighthouse Advisers, LLCJul 2015 to now
- Northeast Ohio Realty, LLC dba Century 21 HomestarFeb 2007 to now
- Avantax Advisory ServicesJul 2025 to Sep 2025
- Avantax Insurance Agency, LLCJul 2025 to Sep 2025
- Avantax Investment Services Inc.Jul 2025 to Sep 2025
- LPL Financial LLCNov 2016 to Jul 2025
- The Huntington Investment CompanyNov 2012 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 5549716
- Firm CRD
- 105644