Colin Mcglynn
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCFeb 2024 to now
- Cetera Advisors LLCFeb 2024 to now
- Cetera Financial Specialists LLCFeb 2024 to now
- Cetera Investment Services LLCFeb 2024 to now
- Cetera Wealth Services, LLCFeb 2024 to now
- Bank of America, N.A.Dec 2019 to Feb 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2019 to Feb 2024
- Fidelity Brokerage Services LLCJun 2015 to Oct 2019
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 (CO).
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
- 6519910
- Firm CRD
- 105644