NC
CFP
NC
CFP
Nathan Cedarleaf
23 Years of Experience
Troy, OH
3 DisclosuresBroker
Nathan Cedarleaf is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Troy, OH, with 23 years of industry experience. Nathan 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
1280 Experiment Farm Road, Troy, OH, 45373
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Regulatory History (3)
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Customer Dispute
July 2022Award / Judgment
Employment Separation After Allegations
April 2020Customer Dispute
February 2020Denied
Other Business Activities
Nathan is involved with the trust department of Minster Bank. His role does not include making investment decisions, executing transactions, or recommending specific investment portfolios.
Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2021 - Present · 5 yrs 2 mos
Cetera Investment Services LLCBroker
February 2021 - Present · 5 yrs 2 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - May 2020 · 1 yr 10 mos
Strategic Advisers LLC
November 2012 - July 2018 · 5 yrs 8 mos
Fidelity Brokerage Services LLCBroker
November 2012 - May 2020 · 7 yrs 6 mos
The Huntington Investment Company
May 2010 - October 2012 · 2 yrs 5 mos
The Huntington Investment CompanyBroker
May 2010 - October 2012 · 2 yrs 5 mos
Raymond James Financial Services Advisors, INC
March 2009 - October 2009 · 7 mos
Raymond James Financial Services, INC.Broker
March 2009 - October 2009 · 7 mos
Natcity Investments, INC.Broker
February 2008 - January 2009 · 11 mos
The Huntington Investment CompanyBroker
December 2003 - February 2008 · 4 yrs 2 mos
Investors Brokerage Services, INC.Broker
October 2001 - November 2003 · 2 yrs 1 mo
Aetna Investment Services, LLCBroker
February 2001 - June 2001 · 4 mos
State Registrations3 states
GAINOH
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.