RG
CFP
RG
CFP

Renee Gwyther

19 Years of Experience
Albuquerque, NM
BrokerSells Insurance

Renee Gwyther is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Albuquerque, NM, with 19 years of industry experience. Renee 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

3901 Georgia St NE Ste A-3, Albuquerque, NM, 87110

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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

Renee sells fixed insurance products, including life, health, and annuities, taking nearly full-time. She also owns Gwyther Financial Services, LLC and Morada Wealth Partners, and is involved in collaborative divorce groups and real estate.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2006 - Present · 19 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
November 2006 - June 2023 · 16 yrs 7 mos
State Registrations16 states
AZCACOGAHIILLANCNMNYOHOKORTXUTWA
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.