Megan Brooke Stelter
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCDec 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- UnemployedMay 2025 to Sep 2025
- Apple Inc.May 2023 to May 2024
- DutchbrosSep 2022 to Oct 2022
- Texas A&m UniversityAug 2021 to May 2025
- The Clubs At Houston OaksJun 2021 to Aug 2023
- Full Time EducationDec 2020 to Jun 2021
- Calvin KleinJun 2020 to Dec 2020
- Full Time EducationMar 2020 to Jun 2020
- Villasport Athletic Club and SpaJun 2019 to Mar 2020
- Full Time EducationAug 2018 to Jun 2019
- Aquatic Management of HoustonMay 2018 to Aug 2018
- Full Time EducationSep 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8147374
- Firm CRD
- 105644