Trevor David Swanson
Investment adviser representative at Cetera Investment Advisers LLC
16 yearsExperience
2 statesRegistered 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 LLCApr 2026 to now
- Cetera Wealth Services, LLCApr 2026 to now
- Commonwealth Financial NetworkApr 2025 to Apr 2026
- Ameriprise Financial Services, LLCJun 2022 to Apr 2025
- Epping Forest Yacht ClubMar 2022 to Apr 2025
- University of North FloridaAug 2019 to May 2023
- UnemployedJan 2010 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 7586018
- Firm CRD
- 105644