Patrick Edward Riley
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 LLCJun 2023 to now
- Riley Planning & InvestmentsNov 2021 to now
- Cetera Wealth Services, LLCJun 2021 to now
- Riley JP Group, LLCDec 2022 to Jul 2025
- Voya Financial Advisors, Inc.Jan 2020 to Jun 2021
- Valic Financial Advisors, IncApr 2018 to Dec 2019
- UnemployedMar 2018 to Apr 2018
- Logan's RoadhouseSep 2017 to Nov 2017
- Uccellos RistoranteMar 2017 to Aug 2017
- Bredeweg & ZylstraSep 2016 to Mar 2018
- J&p, LLCSep 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6936028
- Firm CRD
- 105644