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Rashid Ramiz

24 Years of Experience
Manalapan, NJ
BrokerSells Insurance

Rashid Ramiz is a registered investment advisor at Cetera Investment Advisers LLC, based in Manalapan, NJ, with 24 years of industry experience. Rashid 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

198 US Highway 9 North, Suite 204, Manalapan, NJ, 07726

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Rashid sells fixed insurance products since 2020, dedicating minimal time to this activity. This activity is investment-related and conducted at a branch location.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2025 - Present · 9 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Commonwealth Financial NetworkBroker
June 2020 - October 2025 · 5 yrs 4 mos
Commonwealth Financial Network
June 2020 - October 2025 · 5 yrs 4 mos
Ameriprise Financial Services, LLC.
November 2013 - June 2020 · 6 yrs 7 mos
Ameriprise Financial Services, LLCBroker
November 2013 - June 2020 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2004 - November 2013 · 9 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2003 - November 2013 · 9 yrs 11 mos
E Street AccessBroker
August 2000 - September 2002 · 2 yrs 1 mo
On-Site Trading, INC.Broker
February 2000 - August 2000 · 6 mos
State Registrations7 states
FLGANCNJNVNYWA
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.
Rashid Ramiz - Financial Advisor | TrueAdvisor