Nicholas James Troha
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 LLCFeb 2026 to now
- Cetera Wealth Services, LLCFeb 2026 to now
- Dsf Wealth Management Group, LLCJan 2026 to now
- Equitable Advisors, LLCAug 2024 to Jan 2026
- Self EmployedAug 2024 to Sep 2024
- UnemployedJun 2024 to Jul 2024
- Kish BankMay 2023 to Aug 2023
- 312 Kitchen & CocktailsMay 2021 to Jun 2022
- Ursinus CollegeAug 2020 to May 2024
- Isett Community PoolMay 2018 to Aug 2021
- Huntingdon Area High SchoolAug 2016 to Jul 2020
- Huntingdon Little League/teener LeagueMay 2016 to Jul 2022
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7974295
- Firm CRD
- 105644