Ethel Treister
Ethel Treister is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Silver Spring, MD, with 25 years of industry experience. Ethel 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
Silver Spring, MD
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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
Ethel is an insurance agent referring long-term care prospects and also owns Ethel S. Treister, CPA, providing tax services, insurance, and investments, taking about 10-20% of her time. She also co-owns two rental properties, spending minimal time on them.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations5 states
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