Brandon Mcalister
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 LLCMar 2024 to now
- Cetera Advisors LLCJan 2024 to now
- Cetera Financial Specialists LLCJan 2024 to now
- Cetera Investment Advisors LLCJan 2024 to now
- Cetera Investment Services LLCJan 2024 to now
- Cetera Wealth Services, LLCJan 2024 to now
- Avantax Investment Services IncOct 2024 to Sep 2025
- Unest Advisors, LLCJan 2023 to Jan 2024
- Unest Securities, LLCOct 2022 to Jan 2024
- Robinhood Markets, IncJun 2022 to Aug 2022
- Robinhood Financial, LLCMay 2022 to Aug 2022
- The Vanguard Group, Inc.Apr 2021 to Apr 2022
- UnemployedAug 2020 to Apr 2021
- New York LifeMay 2020 to Aug 2020
- GeicoJun 2019 to Jul 2019
- Olive GardenAug 2017 to Aug 2019
- New Mexico State UniversityAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7263037
- Firm CRD
- 105644