Neel Ryan Hasan
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$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
11 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Advisors LLCDec 2021 to now
- Cetera Financial Specialists LLCDec 2021 to now
- Cetera Investment Services LLCDec 2021 to now
- Cetera Wealth Services, LLCDec 2021 to now
- First Allied Securities IncDec 2021 to Sep 2022
- UnemployedSep 2021 to Dec 2021
- Institutional Cash Distributors, LLCOct 2019 to Sep 2021
- The Jcs FoundationJun 2018 to Oct 2019
- UnemployedNov 2017 to Jun 2018
- Bank of America, N.A.May 2017 to Nov 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2015 to Nov 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6525782
- Firm CRD
- 105644