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Sara Hamilton

Investment adviser representative at Cetera Investment Advisers LLC
10 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

10 years in the industry.

  1. Cetera Investment Advisers LLCJun 2026 to now
  2. Cetera Investment Services LLCJun 2026 to now
  3. Regions BankAug 2019 to now
  4. Group Management ServicesJan 2019 to Mar 2019
  5. Liv IndyJan 2018 to Jan 2019
  6. LyftMay 2017 to Dec 2018
  7. UberMay 2017 to Dec 2018
  8. Sara Jane PhotographyApr 2017 to Oct 2021
  9. Chase BankSep 2016 to Apr 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (IN).

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
6109530
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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