Adam Gera
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCOct 2024 to now
- Cetera Wealth Services, LLCJul 2024 to now
- University of AlabamaAug 2023 to May 2024
- UnemployedMay 2023 to Aug 2023
- University of AlabamaAug 2022 to May 2023
- UnemployedMay 2022 to Aug 2022
- University of AlabamaAug 2021 to May 2022
- Double D's PizzeriaMay 2021 to Aug 2021
- University of AlabamaAug 2020 to May 2021
- UnemployedMay 2020 to Aug 2020
- Lindbergh High SchoolMar 2020 to May 2020
- Trattoria ToscanaAug 2018 to Mar 2020
- UnemployedMay 2018 to Aug 2018
- Lindbergh High SchoolFeb 2018 to May 2018
- The Tenderloin RoomAug 2017 to Feb 2018
- UnemployedMay 2017 to Aug 2017
- Lindbergh High SchoolAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 7960340
- Firm CRD
- 105644