Homi Modi
Homi Modi is a registered investment advisor at Cetera Investment Advisers LLC, based in Midlothian, VA, with 40 years of industry experience. Homi 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
Firm Size
IM Fee
Assets Under Management
Location
130 Wylderose Dr, Midlothian, VA, 23113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Homi works as an agent/broker for Select Brokers LLC, focusing on fixed insurance sales since 2006. Since 2023, Homi also works as an insurance agent selling life, health, disability, and long-term care insurance with various companies, dedicating about 10-20% of their time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Investment Advisory Group, INC.
Securian Financial Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
First American National Securities, INC.Broker
State Registrations12 states
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