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Rebecca Sophia Krashin

Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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.

  1. Cetera Investment Advisers LLCJun 2023 to now
  2. Cetera Wealth Services, LLCJun 2021 to now
  3. Egan, Berger & Weiner, LLCJun 2019 to now
  4. Voya Financial Advisors, Inc.Jun 2019 to Jun 2021
  5. Egan, Berger & Weiner, LLCMay 2018 to Aug 2018
  6. Iworks CorporationJun 2017 to Aug 2017
  7. Virginia TechAug 2015 to May 2019

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 1 state (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
6944164
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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