Brian Scott Suraf
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 LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- The Hoffman Eells Group CpasDec 2019 to now
- Lending ClubJun 2018 to now
- Avantax Insurance Agency, LLCSep 2020 to Sep 2025
- Avantax Advisory ServicesFeb 2020 to Sep 2025
- Avantax Investment Services, Inc.Dec 2019 to Sep 2025
- Suny CantonJun 2018 to Dec 2019
- Allstate Financial Services, LLCJan 2018 to Jun 2018
- Allstate Insurance CompanyDec 2017 to Jun 2018
- Key Investment Services LLCAug 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 65 · Uniform Investment Adviser Law2022
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
- 5696729
- Firm CRD
- 105644