Dennis Notchick
Dennis Notchick is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Chula Vista, CA, with 11 years of industry experience. Dennis 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
2434 Fenton St., Ste 300, Chula Vista, CA, 91914
Get directionsHistory
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
Dennis is an insurance agent for Avantax Insurance Agency and sells insurance products, dedicating a few hours per week. He also provides tax preparation services, operates Clearsight Financial and Insurance Services, and owns Integrated Tax and Wealth Management, where he offers various financial planning services and spends nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Stratos Wealth Advisors LLC
Mariner Wealth Advisors
Safeguard Investment Advisory Group, LLC
Global Financial Private Capital, LLC
Sanford C. Bernstein & CO., LLC
State Registrations2 states
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.