Miguel Davila penaloza
Investment adviser representative at Cetera Investment Advisers LLC
13 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
13 years in the industry.
- Cetera Investment Advisers LLCMay 2025 to now
- A+ Federal Credit UnionMay 2025 to now
- Cetera Investment Services LLCMay 2025 to now
- Edward JonesMay 2023 to May 2025
- UnemployedNov 2022 to May 2023
- Meta IncApr 2022 to Nov 2022
- Apple IncJul 2018 to Apr 2022
- Aldin IncJul 2017 to Apr 2018
- Bryan PropertiesMar 2016 to May 2017
- Missouri State UniversityJan 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7729118
- Firm CRD
- 105644