Aayush Aggarwal
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCDec 2025 to now
- Cetera Advisors LLCDec 2025 to now
- Cetera Financial Specialists LLCDec 2025 to now
- Cetera Investment Services LLCDec 2025 to now
- Cetera Wealth Services, LLCDec 2025 to now
- Crestwood Huts, LLCJul 2021 to now
- Redwood Huts, LLCJan 2021 to now
- LPL Financial LLCSep 2022 to Nov 2025
- UnemployedMay 2022 to Oct 2022
- Steelpeak Wealth ManagementSep 2021 to May 2022
- UnemployedMay 2021 to Sep 2021
- Chapman UniversityAug 2019 to May 2021
- Roth Capital PartnersJun 2018 to Nov 2019
- Chapman UniversityJan 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6977055
- Firm CRD
- 105644