Charles Andrew Mott
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Cetera Investment Advisers LLCApr 2026 to now
- Cetera Investment Advisors LLCApr 2026 to now
- Cetera Investment Services LLCApr 2026 to now
- Northwestern Mutual Wealth Management CompanyOct 2020 to now
- Northwestern Mutual Investment Services LLCMay 2020 to now
- Northwestern Mutual Life Insurance CompanyJan 2020 to now
- Selective InsuranceMay 2016 to Jan 2020
- Mark Damico CpaOct 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 7212979
- Firm CRD
- 105644