Whitney Visger
Whitney Visger is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Pasadena, CA, with 15 years of industry experience. Whitney 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
Firm Size
IM Fee
Assets Under Management
Location
301 E Colorado Blvd., Ste 400, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Whitney owns Sea to Summit Wealth Management, a financial services and wealth management business, dedicating about a quarter of their time. Whitney also volunteers on the investment committee for Pi Beta Phi Fraternity and on the audit committee for Mayfield Senior School, both requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
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