Ethan Trevor Harris
Investment adviser representative at Cetera Investment Advisers LLC
13 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
13 years in the industry.
- Cetera Investment Advisers LLCDec 2024 to now
- Cetera Investment Services LLCDec 2024 to now
- Citadel Federal Credit UnionAug 2022 to now
- Cuso Financial Services, LPAug 2022 to Dec 2024
- The Vanguard Group, Inc.Jan 2022 to Aug 2022
- US Food Manufacturing LLCOct 2019 to Dec 2021
- Movingu & Junku LLCApr 2019 to Jul 2019
- West Chester University of PennsylvaniaAug 2017 to Apr 2019
- Downingtown High School East CampusAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7493528
- Firm CRD
- 105644