Carlos Emmanuel Salmon
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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 LLCDec 2023 to now
- Cetera Wealth Services, LLCNov 2023 to now
- Kyros ConsultingApr 2020 to now
- Cic Wealth, LLCNov 2021 to Nov 2023
- Stratos Wealth Advisors, LLCMay 2020 to Nov 2021
- Mass Mutual Life Insurance CompanyApr 2020 to May 2020
- MML Investors ServicesApr 2020 to May 2020
- Key Private BankJul 2018 to Mar 2020
- Key Investment Services LLCJan 2018 to Jul 2018
- UnemployedAug 2017 to Jan 2018
- Bank of America, N.A.Dec 2012 to Aug 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2012 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 5865424
- Firm CRD
- 105644