GS
CFP
GS
CFP

Gaurav Shrestha

22 Years of Experience
Midlothian, VA
BrokerSells Insurance

Gaurav Shrestha is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Midlothian, VA, with 22 years of industry experience. Gaurav 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
Loading...

Location

130 Wylderose Dr, Midlothian, VA, 23113

Get directions

History

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 →
Other Business ActivitiesSells Insurance

Gaurav is an agent/broker for Select Brokers LLC, selling fixed insurance, and the owner of Virginia Asset Management, offering securities, advisory, and insurance services. He also serves as a board member of Salisbury Country Club and sells fixed insurance with various companies, dedicating a few hours per week to each activity.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
November 2003 - August 2023 · 19 yrs 9 mos
Securian Financial Services, INC.Broker
October 2003 - August 2023 · 19 yrs 10 mos
State Registrations26 states
ALAZCACODCFLGAILKYLAMAMDMIMNMSNCNHNJNYOHORPASCTXVAVT
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.