Zion Diamond Chaflawee
Investment adviser representative at Cetera Investment Advisers LLC
20 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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
20 years in the industry.
- Cetera Investment Advisers LLCFeb 2026 to now
- Cetera Wealth Services, LLCFeb 2026 to now
- LPL Enterprise, LLCNov 2024 to Feb 2026
- The Prudential Insurance Company of AmericaFeb 2024 to Feb 2026
- Pruco Securities, LLCFeb 2024 to Nov 2024
- Eagle Strategies LLCNov 2022 to Feb 2024
- Nylife Securities LLCFeb 2019 to Feb 2024
- New York Life Insurance CompanyDec 2018 to Feb 2024
- UnemployedJun 2018 to Nov 2018
- Surf Communication Solutions, Inc.May 2017 to Jun 2018
- Nice, Inc.Mar 2006 to May 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7044174
- Firm CRD
- 105644