Edward Rupert
Edward Rupert is a registered investment advisor at Cetera Investment Advisers LLC, based in Brecksville, OH, with 14 years of industry experience. Edward 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
7000 Fitzwater RD, Suite 110, Brecksville, OH, 44141
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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
Edward works as a financial advisor representative for Freeman Heyne Toma, LLC, a financial services firm, dedicating about a quarter of his time. He also sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Farmers Financial Solutions, LLCBroker
Farmers Financial Solutions, LLCBroker
State Registrations12 states
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