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Maddison Ann Delgado

Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
2 statesRegistered 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

13 years in the industry.

  1. Cetera Investment Advisers LLCSep 2025 to now
  2. Cetera Advisors LLCSep 2025 to now
  3. Strategic Advisers LLCMar 2025 to Aug 2025
  4. Fidelity InvestmentsJan 2019 to Aug 2025
  5. First Allied Securities, IncJun 2015 to Dec 2018
  6. Orange Capital ManagementJun 2012 to Dec 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 2 states (CA, UT).

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
6508124
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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