Theodore Staats
Theodore Staats is a registered investment advisor at Cetera Investment Advisers LLC, based in Pittsburgh, PA, with 37 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
Firm Size
IM Fee
Assets Under Management
Location
37 Mcmurray Road, Bldg 2, Ste 2104, Pittsburgh, PA, 15241
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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
Theodore provides investment advisory services as an investment advisor, dedicating full-time hours to this role. He also works as an insurance agent selling life insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Securities Brokerage Services
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
LPL Financial LLCBroker
LPL Financial LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Securities Brokerage Services
Walnut Street Securities, INC.
Pfg Financial Advisors
Walnut Street Securities, INC.Broker
Financial Investment Analysts, INC.Broker
Financial Investment Analysts, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.