Nathan Philip Thomas
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered 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.
- Portage County Board of ElectionsApr 2026 to now
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera Advisors LLCSep 2021 to now
- Marathon Financial ServicesJun 2021 to now
- Kent State UniversityFeb 2023 to Sep 2023
- Uber EatsJul 2022 to May 2024
- Rivers United ChurchJan 2020 to Nov 2020
- Coastal City ChurchNov 2018 to Dec 2019
- Vipkid InternationalMar 2018 to Apr 2021
- Papa John's InternationalFeb 2017 to May 2017
- Title Boxing Club LLCSep 2016 to Dec 2018
- Kent State University Department of Computer ScienceApr 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7400749
- Firm CRD
- 105644