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Adrienne Radakovic

Cetera Investment Advisers LLC
19 Years of Experience
San Francisco, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Adrienne Radakovic is a registered investment advisor at Cetera Investment Advisers LLC, based in San Francisco, CA, with 19 years of industry experience. Adrienne 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

3635 Webster Street, San Francisco, CA, 94123

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History

Regulatory History (1)
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Employment Separation After Allegations
March 2021
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Adrienne sells fixed insurance products such as life insurance, annuities, and long-term care as an insurance agent, dedicating a few hours per week. She is also the founder and senior investment advisor for Stella Wealth Advisors, LLC, which takes nearly full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 4 mos
Cetera Wealth Services, LLC
April 2021 - Present · 5 yrs 6 mos
Cetera Wealth Services, LLCBroker
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2021 - June 2023 · 2 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
February 2013 - April 2021 · 8 yrs 2 mos
Wells Fargo Clearing Services, LLC
February 2013 - April 2021 · 8 yrs 2 mos
Morgan Stanley
June 2009 - March 2013 · 3 yrs 9 mos
Morgan StanleyBroker
June 2009 - March 2013 · 3 yrs 9 mos
Citigroup Global Markets INC.
February 2007 - June 2009 · 2 yrs 4 mos
Citigroup Global Markets INC.Broker
January 2007 - June 2009 · 2 yrs 5 mos
M.L. Stern & CO., LLC.Broker
September 2006 - October 2006 · 1 mo
State Registrations8 states
AZCAFLMIMSNMNYTX
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.
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