Philippe Emmanuel Trouillot
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.
- Alabama Credit UnionFeb 2024 to now
- Cetera Investment Services LLCFeb 2024 to now
- Keller Willliams Bluegrass RealtyOct 2023 to now
- Heritage Point PropertiesJun 2022 to now
- Cetera Investment Advisers LLCAug 2020 to now
- Cetera Financial Specialists LLCAug 2020 to Feb 2024
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2020
- Wells Fargo Advisors, LLCJul 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 6009047
- Firm CRD
- 105644