Andrew D Casertano
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Wealth Services, LLCAug 2023 to now
- Securian Life InsuranceSep 2021 to now
- Securian Capital of the ChesapeakeSep 2021 to Dec 2025
- Minnesota Life Insurance CompanySep 2021 to Aug 2023
- Jd MellbergJan 2021 to Aug 2021
- Family First LifeOct 2020 to Feb 2021
- Massachusetts Mutual Life InsuranceApr 2020 to Feb 2021
- New York Life Insurance ComMar 2019 to Oct 2020
- Nylife Securities LLCMar 2019 to Oct 2020
- Colonel's Limited/ dba Papa John's PizzaDec 2018 to Jun 2019
- UnemployedAug 2018 to Dec 2018
- Zerin Business ConsultantsJun 2018 to Aug 2018
- National Life GroupJun 2017 to Aug 2018
- Smash BurgerMar 2017 to Jun 2017
- Pfs Investments Inc.Sep 2014 to Mar 2017
- Primerica Financial ServicesJul 2012 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (DE, 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
- 6231737
- Firm CRD
- 105644