Anjali Suri
Anjali Suri is a registered investment advisor at Cetera Investment Advisers LLC, based in Roswell, NM, with 16 years of industry experience. Anjali 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
110 W. Country Club Rd Ste 2, Roswell, NM, 88201
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anjali is an insurance agent selling fixed insurance products through "Fixed Insurance with Various Companies" and "DBA Anjali Suri Company", dedicating minimal time and a few hours per week, respectively. She also owns "Anjali Suri Company DBA Surifinancialadvisors.com", a financial services business, spending full-time hours on it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations11 states
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