PB
PB

Paul Bratrude

26 Years of Experience
Pleasanton, CA
Broker

Paul Bratrude is a registered investment advisor at Cetera Investment Advisers LLC, based in Pleasanton, CA, with 26 years of industry experience. Paul 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

5700 Stoneridge Mall Road, Suite 380, Pleasanton, CA, 94588

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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 Activities

Paul is a partner and CPA at Bratrude & Jones CPAs, Inc., providing accounting assistance and income tax planning and preparation services since 2014. This takes about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2006 - Present · 20 yrs
Cetera Financial Specialists LLCBroker
November 1999 - Present · 26 yrs 6 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.