Stephen Berkeridge
Investment adviser representative at Cetera Investment Advisers LLC
19 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
19 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Summit Bridge Veterinary Hospital LLCJan 2017 to now
- TaxfyleJan 2017 to now
- Delmarva Tax ServicesOct 2007 to now
- Cecil CollegeSep 2007 to now
- U.S. Department of TransportationJan 2007 to now
- Crown Home MortgageSep 2021 to Nov 2022
- Keystone Funding, IncJul 2020 to Aug 2021
- Avantax Insurance Agency, LLCOct 2018 to Sep 2025
- Health Insurance AssociatesMar 2015 to Nov 2022
- Avantax Advisory ServicesJan 2015 to Sep 2025
- Avantax Investment Services, Inc.May 2014 to Sep 2025
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 6215818
- Firm CRD
- 105644