Berge Avedisian
Berge Avedisian is a registered investment advisor at Cetera Investment Advisers LLC, based in New York, NY, with 29 years of industry experience. Berge 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
45 Rockefeller Plaza, Suite 2000, New York, NY, 10111
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2020Customer Dispute
August 2013Other Business ActivitiesSells Insurance
Berge sells health insurance and equity/fixed indexed annuities, dedicating minimal time to each. He is also a Wealth Management Advisor at Wealthspring Financial Partners, spending nearly full-time providing financial advice and managing client assets, and is affiliated with Avantax Insurance Agency, researching and implementing insurance products, spending a few hours per week on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
Mony Securities CorporationBroker
Trusted Securities Advisors CORP.Broker
State Registrations3 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.