Mark Vlacovsky
Investment adviser representative at Cetera Investment Advisers LLC
16 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
16 years in the industry.
- Cetera Investment Advisers LLCJul 2026 to now
- Cetera Investment Advisors,LLCJul 2026 to now
- Cetera Wealth Services, LLCJun 2023 to now
- Financial Management StrategiesJun 2023 to now
- Pelican Financial Management, LLCApr 2023 to now
- W&s Brokerage ServicesMay 2022 to Feb 2023
- Western & Southern LifeApr 2022 to Feb 2023
- Mark VlacovskyAug 2021 to Apr 2022
- Summit Academy ManagementMay 2020 to Aug 2021
- Mark VlacovskyJul 2018 to May 2020
- Kent State UniversityJun 2010 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7566336
- Firm CRD
- 105644