Patricia Starek
Patricia Starek is a registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 30 years of industry experience. Patricia 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
Houston, TX
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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
Patricia is a trustee for multiple trusts, including her own beneficiary trust, and provides input on projects for Bayfront Towers Condo. She is also the President of Kerats, Inc. dba Star Financial Services, offering tax preparation and accounting services, taking about half of Patricia's time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations5 states
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