Craig D Lafay
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCJul 2026 to now
- Cetera Financial Specialists LLCJul 2026 to now
- Concord Wealth ManagementJul 2026 to now
- Edward JonesNov 2024 to Jul 2026
- UnemployedJul 2024 to Nov 2024
- Mindera HealthNov 2023 to Jul 2024
- Mir ScientificMay 2022 to Dec 2023
- Exact SciencesApr 2018 to May 2022
- UnemployedJan 2018 to Apr 2018
- Salix PharmaceuticalsJul 2017 to Jan 2018
- UnemployedJan 2017 to Jul 2017
- Kew, Inc.Nov 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 8002197
- Firm CRD
- 105644