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Marcus Hebeler
26 Years of Experience
Trumbull, CT
2 DisclosuresBrokerSells Insurance
Marcus Hebeler is a registered investment advisor at Cetera Investment Advisers LLC, based in Trumbull, CT, with 26 years of industry experience. Marcus 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
Trumbull, CT
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Regulatory History (2)
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Customer Dispute
January 2009Settled
Customer Dispute
October 2008Settled
Other Business ActivitiesSells Insurance
Marcus is an insurance agent selling life, health, and annuity products with various companies since 2015. The time commitment varies.
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
January 2016 - March 2024 · 8 yrs 2 mos
LPL Financial LLC
October 2011 - January 2016 · 4 yrs 3 mos
LPL Financial LLCBroker
October 2011 - January 2016 · 4 yrs 3 mos
Uvest Financial Services Group, INC.Broker
February 2007 - October 2011 · 4 yrs 8 mos
Uvest Financial Services Group, INC.
February 2007 - October 2011 · 4 yrs 8 mos
Webster Investment Services, INC.Broker
August 2006 - February 2007 · 6 mos
Webster Investment Services, INC
August 2006 - February 2007 · 6 mos
Newalliance Investments, INC.
July 2005 - July 2006 · 1 yr
Newalliance Investments, INC.Broker
June 2005 - July 2006 · 1 yr 1 mo
UBS Financial Services INC.
February 2004 - July 2005 · 1 yr 5 mos
UBS Financial Services INC.Broker
January 2004 - July 2005 · 1 yr 6 mos
American Skandia Marketing, INC.Broker
March 1997 - February 2001 · 3 yrs 11 mos
State Registrations11 states
CTFLMANJNYPASCTNTXVTWI
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.