Andrew Charles Medlicott
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 LLCFeb 2022 to now
- Cetera Investment Services LLCNov 2021 to now
- Char RestaurantsJun 2020 to now
- Pace UniversityAug 2018 to May 2020
- Kohls CorporationOct 2016 to Jan 2018
- Suny OrangeAug 2016 to May 2018
- Robbins MowingMay 2016 to Aug 2021
- Fruit Queen LLCFeb 2016 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7467042
- Firm CRD
- 105644