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Cristian Coppola

Investment adviser representative at Cetera Investment Advisers LLC
12 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

12 years in the industry.

  1. Cetera Investment Advisers LLCJul 2023 to now
  2. Cetera Wealth Services, LLCAug 2022 to now
  3. Feller Financial ServicesMay 2021 to now
  4. Cetera Advisor NetworksJun 2021 to Aug 2022
  5. Feller Financial Services / Voya Financial PartnersNov 2020 to Jun 2021
  6. PetsmartMar 2019 to Nov 2020
  7. Jimmy JohnsSep 2018 to Mar 2019
  8. ApplebeesJan 2017 to Sep 2018
  9. Mamma Mia'sJan 2014 to Jan 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
7365638
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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