Andrew Michael Morgasen
Investment adviser representative at Cetera Investment Advisers LLC
14 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
14 years in the industry.
- Cetera Investment Advisers LLCAug 2026 to now
- Cetera Wealth Services, LLCAug 2026 to now
- LPL Financial LLCJul 2025 to Aug 2026
- Next Financial GroupJul 2024 to Jul 2025
- Charles Schwab & Co., Inc.May 2019 to Jul 2024
- Charles Schwab BankMay 2019 to Jul 2024
- Ameriprise Financial Services, Inc.May 2012 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2019
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
- 5783037
- Firm CRD
- 105644