Collin Andrew Moran
Investment adviser representative at Cetera Investment Advisers LLC
13 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
13 years in the industry.
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Wealth Services, LLCAug 2023 to now
- InstacartMay 2021 to now
- Allied Wealth PartnersMay 2018 to now
- Dart FundraisingMay 2020 to Oct 2020
- InstacartJan 2020 to Oct 2020
- Cork and BarrelOct 2019 to Dec 2019
- Securian Financial Services IncMay 2018 to Aug 2023
- Saint Leo UniversityAug 2015 to Apr 2019
- Apex Pharmacy, Home Care, and Nutritional CenterAug 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6950009
- Firm CRD
- 105644