Lee Hochheiser
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Lee Hochheiser? Claim your profile
Contact this firm
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
10 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Hochheiser, Deutsch and Company, Inc.Jan 2023 to now
- Avantax Advisory ServicesJun 2025 to Sep 2025
- Avantax Insurance Agency, LLCJun 2025 to Sep 2025
- Home Team Sports - A Division of Playfly, Inc.Oct 2019 to Jan 2023
- UnemployedJun 2019 to Sep 2019
- Pga of AmericaMay 2018 to Aug 2018
- University of MichiganAug 2015 to May 2019
- Tyler Hill CampJun 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7702816
- Firm CRD
- 105644