Mitchell Maurice Disler
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
3 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
12 years in the industry.
- Cetera Investment Advisers LLCJan 2026 to now
- Cetera Wealth Services, LLCNov 2025 to now
- Lydon Financial Advisors LLCNov 2025 to now
- Fidelity InvestmentsJul 2021 to Nov 2025
- J.P. Morgan Securities LLCMar 2019 to Jul 2021
- JPMorgan Chase Bank, N.A.Mar 2019 to Jul 2021
- UnemployedFeb 2019 to Feb 2019
- Edward JonesFeb 2018 to Jan 2019
- Jojo's Restaurant & TaphouseOct 2017 to Feb 2018
- UnemployedSep 2017 to Sep 2017
- AXA Advisors LLCJun 2017 to Aug 2017
- Ca Ventures LLCMay 2016 to May 2017
- University of MarylandSep 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
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
- 6820738
- Firm CRD
- 105644