ES
ChFC
ES
ChFC

Eric Seybert

30 Years of Experience
Scottsdale, AZ
BrokerSells Insurance

Eric Seybert is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 30 years of industry experience. Eric 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

6720 N Scottsdale Rd, St 290, Scottsdale, AZ, 85253

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Eric owns Bigskynomads LLC, a rental property, since 2019, dedicating minimal time. He also works as an agent/broker for North Star Consultants & North Star Brokerage selling fixed insurance, and as a financial professional for North Star Resource Group, spending minimal time on each.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
May 2010 - August 2023 · 13 yrs 3 mos
Cri Securities, LLC
May 2010 - October 2021 · 11 yrs 5 mos
Securian Financial Services, INC.Broker
October 1995 - August 2023 · 27 yrs 10 mos
Cri Securities, LLCBroker
October 1995 - October 2021 · 26 yrs
State Registrations23 states
AKAZCACOGAIAIDKSMNMTNCNDNENVOKORTXUTVAWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Eric Seybert - Financial Advisor | TrueAdvisor