Sharon Dvir
Investment adviser representative at Cetera Investment Advisers LLC
12 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
12 years in the industry.
- Cetera Investment Advisers LLCJan 2026 to now
- Cetera Investment Services LLCJan 2026 to now
- Regions BankDec 2025 to now
- Valley Financial Management IncAug 2025 to Dec 2025
- Valley National BankAug 2025 to Dec 2025
- PNC Private BankSep 2021 to Aug 2025
- Raymond James Financial Services Advisors Inc.Aug 2017 to Aug 2021
- Fulton BankJul 2017 to Aug 2021
- Raymond James Financial Services, Inc.Jul 2017 to Aug 2021
- Suntrust Investment ServicesDec 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2013
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5956431
- Firm CRD
- 105644