Seth Wohner
Investment adviser representative at Cetera Investment Advisers LLC
14 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
14 years in the industry.
- Cetera Investment Advisers LLCJun 2025 to now
- Cetera Wealth Services, LLCMay 2025 to now
- NucarDec 2023 to May 2025
- Corporation Service CompanyJun 2023 to Dec 2023
- NucarFeb 2021 to Jun 2023
- University of DelawareAug 2020 to May 2024
- Key Supply Co.Apr 2020 to Jul 2020
- Fresh 2 UMay 2019 to Aug 2019
- Salesianum High SchoolAug 2017 to May 2020
- Brandywine Springs SchoolAug 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (DE).
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
- 8079100
- Firm CRD
- 105644