RP
RP

Reiko Powderly

27 Years of Experience
Naples, FL
BrokerSells Insurance

Reiko Powderly is a registered investment advisor at Cetera Investment Advisers LLC, based in Naples, FL, with 27 years of industry experience. Reiko 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

Naples, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Reiko operates Masters Private Client Group LLC as a financial advisor since 2012, dedicating nearly full-time hours. She also sells fixed insurance products, including life insurance and annuities, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
February 2015 - March 2024 · 9 yrs 1 mo
Capital Guardian, LLCBroker
March 2012 - March 2015 · 3 yrs
Capital Guardian Wealth Management, LLC
March 2012 - March 2015 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2006 - March 2012 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2006 - March 2012 · 5 yrs 3 mos
Chase Investment Services CORP.
May 2003 - June 2005 · 2 yrs 1 mo
Chase Investment Services CORP.Broker
May 2003 - June 2005 · 2 yrs 1 mo
AXA Advisors, LLC
March 2003 - May 2003 · 2 mos
AXA Advisors, LLCBroker
February 2003 - May 2003 · 3 mos
Daiwa Securities America INC.Broker
November 1999 - October 2002 · 2 yrs 11 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
October 1998 - December 1999 · 1 yr 2 mos
Salomon Smith Barney INC.Broker
May 1997 - October 1998 · 1 yr 5 mos
Smith Barney INC.Broker
February 1997 - March 1997 · 1 mo
State Registrations14 states
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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.
Reiko Powderly - Financial Advisor | TrueAdvisor