Joshua William Rich
Investment adviser representative at Cetera Investment Advisers LLC
13 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
13 years in the industry.
- Cetera Investment Advisers LLCJan 2026 to now
- Cetera Investment AdvisorsJan 2026 to now
- Cetera Wealth Services, LLCNov 2025 to now
- Atlanta BravesJan 2021 to Oct 2025
- FedexAug 2020 to Dec 2020
- Atlanta BravesJan 2020 to Jul 2020
- San Francisco GiantsJan 2019 to Dec 2019
- Aunt Millie's BakeryOct 2018 to Dec 2018
- Minnesota TwinsMar 2018 to Oct 2018
- UnemployedJan 2018 to Mar 2018
- StudentAug 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 8175767
- Firm CRD
- 105644