Christopher Donnelly
Investment adviser representative at Cetera Investment Advisers LLC
12 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
12 years in the industry.
- Cetera Investment Advisers LLCMar 2026 to now
- Cetera Wealth Services, LLCMar 2026 to now
- J. MorrisseyMar 2026 to Oct 2026
- Park Avenue SecuritiesFeb 2025 to Mar 2026
- Drop FitnessNov 2024 to Apr 2026
- Guardian Life Insurance CompanyJun 2024 to Mar 2026
- Visions Sports ClubMay 2024 to Sep 2024
- N/aJan 2024 to Apr 2024
- Souther's ContructionJun 2023 to Jul 2023
- University of New HampshireAug 2018 to Dec 2023
- Don Bosco Prep High SchoolSep 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7771422
- Firm CRD
- 105644