Shishir Shastry
Shishir Shastry is a registered investment advisor at Cetera Investment Advisers LLC, based in West Covina, CA, with 6 years of industry experience. Shishir 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
1000 Lakes Dr, Ste 420, West Covina, CA, 91790
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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
Shishir sells fixed insurance products through Strategic Fortune Wealth Management, dedicates about 10-20% of his time as a salesperson for BuzzRx, works minimal time as a mortgage loan originator for City First Mortgage Services, and works minimal time as a real estate agent for Keller Williams. Shishir also sells property and casualty insurance through Bearstar Insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations1 state
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