Jeffrey Whyte
Jeffrey Whyte is a registered investment advisor at Cetera Investment Advisers LLC, based in Wilbraham, MA, with 31 years of industry experience. Jeffrey 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
3 Crane Park Drive, Wilbraham, MA, 01095
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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
Jeffrey is an insurance agent selling life, disability, annuities, and long-term care insurance, dedicating full-time hours to this activity. He also manages commercial real estate properties for the S. William Whyte Trust, spending a variable amount of time on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Previous Registrations
Cetera Advisors LLC
Investors Capital CORP.Broker
Investors Capital Advisory
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
UBS Painewebber INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
New England SecuritiesBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations8 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.