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Nevin Samuy

18 Years of Experience
Glendale, CA
Broker

Nevin Samuy is a registered investment advisor at Cetera Investment Advisers LLC, based in Glendale, CA, with 18 years of industry experience. Nevin 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

Glendale, CA

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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 Activities

Nevin is a registered tax preparer, offering federal and state tax preparation services since 2018. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2007 - Present · 18 yrs 9 mos
Cetera Wealth Services, LLC
August 2007 - Present · 18 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2008 - June 2023 · 15 yrs 5 mos
State Registrations30 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Nevin Samuy - Financial Advisor | TrueAdvisor