Summer Pretzer
Summer Pretzer is a registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 25 years of industry experience. Summer 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
655 W Broadway12th Fl, San Diego, CA, 92101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Summer is the executor and successor trustee of a revocable trust since 2018, distributing estate assets. She also volunteers at the non-profit organization Lions, Tigers, and Bears (LTB) for a few hours per week, conducting group visits, providing education, preparing food, feeding animals, and training new volunteers.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Cetera Investment Services LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Investment Services LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
First Allied Securities, INC.Broker
Cetera Advisor Networks LLC
Academy Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Stern Fisher Edwards INCBroker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Salomon Smith Barney INC.Broker
State Registrations1 state
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