Rick Lee Creteau
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.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCSep 2021 to now
- Chl & AssociatesJul 2021 to now
- Granite Steak and GrilleJan 2021 to Jun 2021
- Cartelli's North EndOct 2020 to Sep 2021
- Atlas Memorial Inc.May 2020 to Apr 2021
- Northeast Credit UnionMay 2019 to Sep 2019
- Rochester Country ClubMay 2018 to Sep 2018
- Business Department of Cop, University of Rhode IslandSep 2017 to May 2020
- Rochester Country ClubMay 2017 to Sep 2017
- University of Rhode IslandSep 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 6286185
- Firm CRD
- 105644