Morgan Pietras
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 LLCOct 2023 to now
- Cetera Wealth Services, LLCJul 2023 to now
- Promise Advisory GroupJul 2022 to now
- Cetera Advisor Networks LLCJun 2021 to Jul 2023
- Indiana UniversityAug 2018 to Jun 2022
- Franklin Regional Swim TeamMay 2018 to Aug 2018
- Hillview Veterinary ClinicMay 2015 to Nov 2017
- Franklin Community SchoolsJan 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 6965374
- Firm CRD
- 105644