Brian Teta is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Endicott, NY, with 25 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
111 Grant Avenue, Suite 208, Endicott, NY, 13760
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is a board member for a Head Start program and Family Enrichment Network, each taking minimal time. Brian also owns rental properties and Oasis Financial Advisors DBA Cetera Business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations22 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.
Exams
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