David Monheit
David Monheit is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 23 years of industry experience. David 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
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2026Customer Dispute
July 2022Other Business ActivitiesSells Insurance
David is involved in several business activities, including managing family investment assets, rental real estate, and working as a CPA. He also provides solutions to clients with equity indexed annuities and assists terminally ill patients with life viatical settlements.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Mony Securities Corporation
Mony Securities CorporationBroker
Trusted Advisors
Trusted Securities Advisors CORP.Broker
State Registrations26 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.