A. Schaefer
A. Schaefer is a registered investment advisor at Cetera Investment Advisers LLC, based in Orchard Park, NY, with 21 years of industry experience. A. 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
Orchard Park, NY
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Regulatory History
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
A. sells life, disability, annuities, and long-term care insurance with various companies since 2013. A. is also the President of the Board of Directors and General Manager for Bob-O-Link Golf Club, Inc. and a Board Member for Orchard Park Country Club, Inc.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
MML Investors Services, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations3 states
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