Thomas Etzel
Thomas Etzel is a registered investment advisor at Cetera Investment Advisers LLC, based in Pittsburgh, PA, with 26 years of industry experience. Thomas 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
76 Mt. Lebanon Blvd., Pittsburgh, PA, 15228
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas is the owner of an accounting firm and a tax & wealth advisory business, taking up nearly full-time. He is also the President and Founder of a non-profit and has the ability to sell various annuity and insurance products through Avantax Insurance Agency, dedicating minimal time to it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations7 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.