Emily Harris
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCFeb 2024 to now
- Cetera Financial Specialists LLCFeb 2024 to now
- Krebs Financial ManagementFeb 2024 to now
- Cetera Investment Advisers LLCAug 2020 to Jan 2024
- Cetera Investment Services LLCJun 2019 to Jan 2024
- Foresters FinancialMay 2019 to Jun 2019
- Netgain TechnologiesMar 2018 to May 2019
- LyftApr 2017 to Dec 2019
- Allstate Financial ServicesApr 2017 to Apr 2019
- Foresters Financial ServicesDec 2016 to Apr 2017
- Foresters FinancialMay 2016 to Dec 2016
- UberFeb 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6597869
- Firm CRD
- 105644