Angella Nichole Ohara
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$256.8BFirm assets
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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 LLCDec 2024 to now
- Cetera Wealth Services, LLCDec 2024 to now
- Avantax Advisory ServicesOct 2023 to Dec 2024
- Town of Ogden Zoning Board of AppealsJan 2022 to Dec 2024
- Avantax Investment Services, Inc.Oct 2019 to Sep 2025
- Avantax Insurance Services, Inc.Jul 2016 to Dec 2024
- Davie Kaplan Wealth Care Advisors, LLCJul 2016 to Dec 2024
- Davie Kaplan, CpaJul 2016 to Dec 2024
- 1st Global Capital Corp.Jul 2016 to Oct 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6397536
- Firm CRD
- 105644