CB
CFP
CB
CFP

Cynthia Branca

19 Years of Experience
Florham Park, NJ
BrokerSells Insurance

Cynthia Branca is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Florham Park, NJ, with 19 years of industry experience. Cynthia 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

25A Vreeland Rd Ste 303, Florham Park, NJ, 07932

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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 ActivitiesSells Insurance

Cynthia is involved in several outside business activities, including fixed insurance product sales, networking groups, executrix duties, and community outreach. She also dedicates time to the CFP Board, mentoring, and various board positions.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
September 2010 - Present · 15 yrs 8 mos
Cetera Wealth Services, LLCBroker
September 2010 - Present · 15 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
October 2010 - June 2023 · 12 yrs 8 mos
Securities America Advisors, INC.
April 2009 - September 2010 · 1 yr 5 mos
Securities America, INC.Broker
November 2007 - September 2010 · 2 yrs 10 mos
Lincoln Financial Advisors Corporation
August 2006 - May 2007 · 9 mos
Lincoln Financial Advisors CorporationBroker
March 2006 - May 2007 · 1 yr 2 mos
The Lincoln National Life Insurance CompanyBroker
March 2006 - April 2006 · 1 mo
State Registrations13 states
AZCACTFLMAMDNCNJNYPARISCVA
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.