Adam Lee Hatter
Investment adviser representative at Cetera Investment Advisers LLC
19 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Adam Lee Hatter? Claim your profile
Contact this firm
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
19 years in the industry.
- Cetera Investment Advisers LLCJun 2026 to now
- Ld&b Financial GroupApr 2026 to now
- Ld&b InsuranceApr 2026 to now
- Ld&b Insurance and Financial ServicesApr 2026 to now
- Cetera Wealth Services, LLCMar 2026 to now
- Dupont Community Credit UnionMay 2025 to Aug 2025
- Dick's Sporting GoodsApr 2023 to Dec 2025
- James Madison UniversityAug 2022 to Dec 2025
- Eastern Mennonite SchoolAug 2019 to May 2022
- Willy's Ice CreamAug 2016 to Oct 2020
- Westwood Hills Elementary School, Kate Collins Middle SchoolAug 2007 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 8231929
- Firm CRD
- 105644