Deepak Kotwal
Deepak Kotwal is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Pittsburgh, PA, with 35 years of industry experience. Deepak 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
600 Waterfront Dr Ste 210, Pittsburgh, PA, 15222
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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
Deepak sells fixed insurance (life, health, disability, and long-term care) with various companies since 1990. He also works as an office manager for Mon Valley Pathology Associates, spending a few hours per week, and is a financial professional for Intergen Advisors, dedicating full-time hours to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities IncorporatedBroker
The Advisors Group, INC.Broker
State Registrations20 states
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