BC
BC

Brian Chew

25 Years of Experience
Sausalito, CA
BrokerSells Insurance

Brian Chew is a registered investment advisor at Cetera Investment Advisers LLC, based in Sausalito, CA, with 25 years of industry experience. Brian 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

Sausalito, CA

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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

Brian owns and manages multiple rental properties. He is also an independent insurance agent selling fixed insurance products, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
October 2009 - June 2021 · 11 yrs 8 mos
Voya Financial Advisors, INC.Broker
June 2002 - June 2021 · 19 yrs
VALIC Financial Advisors, INC.Broker
October 2000 - July 2002 · 1 yr 9 mos
The Variable Annuity Marketing CompanyBroker
October 2000 - December 2001 · 1 yr 2 mos
State Registrations5 states
CAILNVNYOR
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.