Alan Waidelich
Alan Waidelich is a registered investment advisor at Cetera Investment Advisers LLC, based in Tarrytown, NY, with 34 years of industry experience. Alan 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
303 S Broadway Ste 103, Tarrytown, NY, 10591
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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
Alan is an insurance agent selling life insurance, annuities, and long-term care, dedicating a few hours per week to this activity. He is also an advisory representative for Debany Financial Group, LLC, an outside RIA, spending nearly full-time hours on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
State Registrations9 states
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