Neddie Bokosky
Neddie Bokosky is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Newport Beach, CA, with 36 years of industry experience. Neddie 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
4001 Macarthur Blvd, Ste 300, Newport Beach, CA, 92660
Get directionsHistory
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
Neddie owns rental property since 1988 and is an agent/broker for fixed insurance sales since 1980, dedicating about 10-20% of their time to the latter. Neddie is also a board member for Project Kokoro and sells fixed insurance products for various companies, spending a few hours per week on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Pml Securities CompanyBroker
State Registrations11 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.