TS
CFP
TS
CFP

Theodore Sadar

40 Years of Experience
Akron, OH
Broker

Theodore Sadar is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Akron, OH, with 40 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

520 S Main St, Suite 2553, Akron, OH, 44311

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Theodore is a 100% owner of Sadar Financial, working as a business development consultant since 2008. He dedicates minimal time to this activity, providing direction, coordination, and cash flow consulting.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
January 2004 - Present · 22 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
January 2004 - March 2024 · 20 yrs 2 mos
Vestax Securities Corporation
December 1999 - January 2004 · 4 yrs 1 mo
Vestax Securities CorporationBroker
April 1995 - January 2004 · 8 yrs 9 mos
Royal Alliance Associates, INC.Broker
November 1989 - April 1995 · 5 yrs 5 mos
Integrated Resources Equity CorporationBroker
November 1985 - November 1989 · 4 yrs
G. R. Phelps & CO., INC.Broker
April 1985 - December 1989 · 4 yrs 8 mos
State Registrations24 states
AZCACODEFLGAILINMDMIMONCNJNVNYOHORPAPRSCTNTXVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.