Caroline Elizabeth Wasielevski
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera Wealth Services, LLCNov 2023 to now
- Flagship Financial, LLCJun 2023 to now
- Flagship Financial, LLCMay 2022 to Aug 2022
- Cetera Advisor Networks LLCApr 2022 to Nov 2023
- Self-employmentFeb 2022 to May 2022
- Adamstown Community PoolJun 2021 to Aug 2021
- Sorrelli JewelryDec 2020 to Aug 2021
- Dickinson CollegeAug 2019 to May 2023
- Self-employmentJun 2019 to Aug 2019
- Adamstown Community PoolMay 2017 to Sep 2018
- Berks Catholic High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7532217
- Firm CRD
- 105644