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Sathesh Janaki

15 Years of Experience
Corpus Christi, TX
2 DisclosuresBrokerSells Insurance

Sathesh Janaki is a registered investment advisor at Cetera Investment Advisers LLC, based in Corpus Christi, TX, with 15 years of industry experience. Sathesh 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

Corpus Christi, TX

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History

Regulatory History (2)
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Financial
September 2021
Pending
Criminal
August 1998
Final Disposition
Other Business ActivitiesSells Insurance

Sathesh works as a financial professional for Totus Wealth Management, dedicating full-time hours. He also has several other business activities including real estate, equipment consulting, music distribution, and sells fixed insurance products, including life, health, disability, fixed annuities, and long-term care.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
June 2021 - Present · 4 yrs 11 mos
Cetera Advisors LLC
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisors LLC
June 2021 - March 2024 · 2 yrs 9 mos
MML Investors Services, LLC
May 2019 - June 2021 · 2 yrs 1 mo
MML Investors Services, LLCBroker
May 2019 - June 2021 · 2 yrs 1 mo
Advisors Asset Management, INC.
May 2018 - June 2018 · 1 mo
Advisors Asset Management, INC.Broker
May 2018 - June 2018 · 1 mo
Allstate Financial Services, LLCBroker
March 2014 - September 2017 · 3 yrs 6 mos
Allstate Financial Advisors, LLC
March 2014 - September 2017 · 3 yrs 6 mos
USAA Financial Planning Services
December 2009 - February 2014 · 4 yrs 2 mos
USAA Financial Advisors, INC.Broker
December 2009 - February 2014 · 4 yrs 2 mos
UBS Financial Services INC.
January 2008 - May 2009 · 1 yr 4 mos
UBS Financial Services INC.Broker
January 2008 - May 2009 · 1 yr 4 mos
State Registrations1 state
TX
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.