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Tyler James Gillies

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 LLCAug 2023 to now
  2. Cetera Wealth Services, LLCAug 2023 to now
  3. Financial Advantage AssociatesJul 2021 to now
  4. Securian Financial ServicesJul 2021 to Aug 2023
  5. Financial Advantage AssociatesAug 2016 to Jun 2021
  6. Minnesota Life Insurance CompanyAug 2016 to Jun 2021
  7. Securian Financial Services Inc.Aug 2016 to Jun 2021

Exams passed

  • Series 66 · Uniform Combined State Law2016

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
6345309
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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