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David Hricisak

20 Years of Experience
Bridgeville, PA
BrokerSells Insurance

David Hricisak is a registered investment advisor at Cetera Investment Advisers LLC, based in Bridgeville, PA, with 20 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1029 Washington Pike, Bridgeville, PA, 15017

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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.

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Other Business ActivitiesSells Insurance

David receives compensation for referrals to First National Bank Trust Department and sells fixed life insurance outside of Cetera. The time commitment for these activities is not specified.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2014 - Present · 12 yrs 3 mos
Cetera Investment Services LLC
February 2014 - Present · 12 yrs 3 mos
Cetera Investment Services LLCBroker
February 2014 - Present · 12 yrs 3 mos
Previous Registrations
LPL Financial LLC
January 2014 - February 2014 · 1 mo
LPL Financial LLCBroker
September 2006 - February 2014 · 7 yrs 5 mos
Waddell & Reed, INC.Broker
June 2005 - August 2006 · 1 yr 2 mos
State Registrations15 states
AZCOFLIAKYMIMNNCNVOHPASCTXVAWV
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.
David Hricisak - Financial Advisor | TrueAdvisor