Shane Dobesh
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.
- Rocky Point Real EstateMay 2024 to now
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera Advisors LLCJul 2022 to now
- Prescott's Provisions/don BenoitFeb 2022 to Aug 2025
- Manufacturers and Traders BankNov 2021 to Jan 2023
- Allstate InsuranceFeb 2021 to Nov 2021
- WegmansNov 2020 to Jan 2021
- Independent ContractorNov 2019 to Mar 2020
- Bob O Link Golf ClubMay 2019 to Nov 2019
- Maidstone Coffee CoMar 2019 to Apr 2019
- Old Memorial Golf ClubOct 2018 to Mar 2019
- Lake Nona Golf and Country ClubOct 2015 to Jun 2018
- Oak Hill Country ClubAug 2015 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7604952
- Firm CRD
- 105644