TrueAdvisor
TrueAdvisor
CS
CS

Christopher Streich

Cetera Investment Advisers LLC
20 Years of Experience
Latham, NY
1 DisclosureBroker
View SEC Summary
View SEC Summary

Christopher Streich is a registered investment advisor at Cetera Investment Advisers LLC, based in Latham, NY, with 20 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

19 British American Blvd East, Latham, NY, 12110

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
February 2004
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Christopher owns and operates Alfies Hotel, a 14-bedroom hotel, primarily on weekends. He also works as a ski coach at Hunter Mountain, dedicating a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2020 - Present · 6 yrs 9 mos
Cetera Investment Services LLCBroker
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2019 - December 2019 · 6 mos
Cetera Investment Services LLCBroker
June 2019 - December 2019 · 6 mos
Foresters Advisory Services, LLC
January 2014 - June 2019 · 5 yrs 5 mos
Foresters Financial Services, INC.Broker
December 2005 - June 2019 · 13 yrs 6 mos
State Registrations16 states
AZCACODCFLMANCNJNMNYPASCTNTXUTVA
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.
More Advisors
More financial advisors in Latham, NY →All financial advisors in New York →