Brian M Benatovich
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Cetera Investment Advisers LLCJun 2026 to now
- Cetera Investment Advisors LLCJun 2026 to now
- Cetera Investment Services LLCJun 2026 to now
- LPL Enterprise, LLCNov 2024 to now
- The Prudential Insurance Company of AmericaMar 2022 to now
- Pruco Securities, LLCMar 2022 to Nov 2024
- Bankers Life Securities, Inc.May 2016 to Mar 2022
- Bankers Life and CasualtyMar 2014 to Mar 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6500086
- Firm CRD
- 105644