Samantha Ray Deneefe
Investment adviser representative at Cetera Investment Advisers LLC
24 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
24 years in the industry.
- Cetera Investment Advisers LLCApr 2026 to now
- Cetera Wealth Services, LLCApr 2026 to now
- Wealth Management GroupMar 2026 to now
- Fidelity InvestmentsJun 2021 to Mar 2026
- Raymond James Financial Services, Inc.Jun 2020 to May 2021
- Southwestern Investment Advisory Services, Inc.Jun 2020 to May 2021
- Southwestern Investment Group Support Company/dba (non-owner)Jun 2020 to May 2021
- Fidelity Brokerage Services LLCJun 2018 to Jun 2020
- UnemployedJan 2018 to May 2018
- StudentAug 2002 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 6503535
- Firm CRD
- 105644