Chase Robert Cetta
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Koval & Casagrande, Cpas, PllcMay 2024 to now
- 68 Southbridge, LLCFeb 2024 to now
- Chase R. Cetta, CpaJan 2023 to now
- Avantax Advisory ServicesAug 2024 to Sep 2025
- Avantax Investment Services Inc.Aug 2024 to Sep 2025
- Mazars USA LLPMay 2022 to May 2024
- Koval & Casagrande, Cpas, PllcJan 2020 to Apr 2022
- Gamma Laboratories- G FuelApr 2019 to Dec 2019
- Koval & Casagrande, Cpas, PllcJan 2019 to Apr 2019
- St. John's UniversityAug 2016 to May 2020
- Signature BankJul 2015 to Aug 2018
- St. Anthony of Padua Rc ChurchJan 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7059705
- Firm CRD
- 105644