Saeed Bowens
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Advisors LLCApr 2025 to now
- Cetera Financial Specialists LLCApr 2025 to now
- Cetera Investment Services LLCApr 2025 to now
- Cetera Wealth Services, LLCApr 2025 to now
- Twig and Tail Co., LLCApr 2025 to now
- Avantax Advisory ServicesMay 2021 to Sep 2025
- Avantax Insurance Agency, LLCMay 2021 to Sep 2025
- Avantax Investment Services, Inc.May 2021 to Sep 2025
- JP Morgan Chase Bank, N.A.Oct 2019 to Apr 2021
- JP Morgan Securities, LLCOct 2019 to Apr 2021
- Hd Vest Advisory ServicesJun 2017 to Oct 2019
- Hd Vest Financial ServicesJun 2017 to Oct 2019
- TIAAMay 2017 to Jun 2017
- TIAA-CREF Individual & Institutional Services, LLCMay 2017 to May 2017
- LyftMar 2017 to May 2017
- UberMar 2017 to May 2017
- Edward JonesOct 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 5812213
- Firm CRD
- 105644