Ross Tatsuo Kumasaki
Investment adviser representative at Cetera Investment Advisers LLC
13 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
13 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera Investment Services LLCMar 2024 to now
- Hawaii State Federal Credit UnionMar 2020 to now
- Cuso Financial Services, LPMar 2020 to Mar 2024
- Cetera Investment Advisers LLCDec 2017 to Feb 2020
- Cetera Investment Services LLCApr 2017 to Feb 2020
- American Savings BankFeb 2013 to Feb 2020
- LPL FinancialFeb 2013 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (HI).
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
- 5861776
- Firm CRD
- 105644