Eleanore Constance marsh Simone
Investment adviser representative at Cetera Investment Advisers LLC
12 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
12 years in the industry.
- Cetera Investment Advisers LLCApr 2025 to now
- Cetera Wealth Services, LLCApr 2025 to now
- Station Capital, Inc.Apr 2025 to now
- HomemakerApr 2024 to Apr 2025
- JPMorgan Chase Bank, NAAug 2022 to Apr 2024
- JPMorgan Securities LLCAug 2022 to Apr 2024
- Alix PartnersAug 2021 to Aug 2022
- Cetera Advisor Networks LLCMar 2021 to Jul 2021
- Station Capital IncMar 2021 to Jul 2021
- Ey-parthenonJun 2020 to Aug 2020
- Carnegie Mellon UniversityAug 2019 to Aug 2021
- UnemployedJun 2019 to Oct 2019
- Wells Fargo NAJun 2014 to May 2019
- Wells Fargo SecuritiesJun 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6381623
- Firm CRD
- 105644