Yoshua Tejada torres
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCJan 2026 to now
- MargfinancialJan 2026 to now
- Cetera Wealth Services, LLCDec 2025 to now
- Monsey TrailsOct 2023 to now
- Durham LLCOct 2023 to Feb 2024
- UnemployedFeb 2023 to Sep 2023
- Peach ClosetsSep 2022 to Aug 2023
- UpsSep 2022 to Jan 2023
- Lime Painting/ GrettanoJul 2021 to Aug 2022
- LowesApr 2020 to Aug 2021
- UnemployedFeb 2020 to Apr 2020
- AmazonMay 2017 to Jan 2020
- Guess Inc.Apr 2016 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7787876
- Firm CRD
- 105644