CA
CFA · CFP
CA
CFA · CFP

Clete Albitz

19 Years of Experience
Torrance, CA
Broker

Clete Albitz is a CFA, CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Torrance, CA, with 19 years of industry experience. Clete 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

23133 Hawthorne Blvd., Ste 305, Torrance, CA, 90505

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Clete is an investment adviser and co-Senior Vice President at Albitz/Miloe & Associates, Inc., dedicating full-time hours to investment advisory, asset management, and business operations. Clete also owns personal rental property, spending minimal time on renting and maintaining it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Albitz/miloe and Associates, INC.
May 2011 - Present · 15 yrs
Cetera Wealth Services, LLC
March 2006 - Present · 20 yrs 2 mos
Cetera Wealth Services, LLCBroker
March 2006 - Present · 20 yrs 2 mos
Previous Registrations
Cetera Advisor Networks LLC
October 2007 - June 2023 · 15 yrs 8 mos
State Registrations8 states
AZCACONVNYSCTNTX
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.