Nicholas Schoettle
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$256.8BFirm assets
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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 LLCJun 2023 to now
- Cetera Wealth Services, LLCMay 2022 to now
- Schoettle FinancialMay 2022 to now
- UnemployedOct 2021 to Apr 2022
- Mozaic LLCNov 2019 to Oct 2021
- UnemployedDec 2018 to Nov 2019
- Payden & RygelJun 2018 to Aug 2018
- Parkside AdvisorsJun 2017 to Aug 2017
- Uc BerkeleyAug 2015 to Dec 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7538763
- Firm CRD
- 105644