SW
SW
Seth Weil is a registered investment advisor at Cetera Investment Advisers LLC, based in West Linn, OR, with 19 years of industry experience. Seth 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
West Linn, OR
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
January 2014 - Present · 12 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2014 - June 2023 · 9 yrs 5 mos
Waddell & Reed
May 2013 - October 2013 · 5 mos
Waddell & Reed, INC.Broker
May 2013 - October 2013 · 5 mos
Centaurus Financial, INC.
October 2005 - June 2012 · 6 yrs 8 mos
Centaurus Financial, INC.Broker
March 2005 - June 2012 · 7 yrs 3 mos
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.