Aaron Michael De la cruz
Investment adviser representative at Cetera Investment Advisers LLC
12 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
12 years in the industry.
- Cetera Investment Advisers LLCMar 2026 to now
- Cetera Wealth Services, LLCMar 2026 to now
- Clarity Financial GroupMar 2026 to now
- Maplebear TechnologiesJun 2021 to now
- AgiaDec 2022 to Mar 2026
- Valic Financial AdvisorsApr 2022 to Mar 2026
- Tarascio Financial Planning, LLCNov 2021 to Apr 2022
- Farmers Insurance: Carmen Mendoza AgencyJul 2021 to Nov 2021
- Fidelity InvestmentsOct 2020 to Jun 2021
- InstacartOct 2020 to Dec 2020
- UnemployedJun 2020 to Sep 2020
- FavorMay 2019 to Dec 2020
- LyftJan 2019 to Mar 2020
- UberJan 2019 to Mar 2020
- Perdue Brandon Law FirmJan 2018 to Mar 2019
- The Wine NestAug 2017 to Dec 2017
- Mcpherson Cellars WineryAug 2017 to Aug 2017
- Amigos Grocery StoreJun 2017 to Aug 2017
- TargetMay 2017 to Jun 2017
- Texas Tech UniversityAug 2014 to May 2020
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7322819
- Firm CRD
- 105644