Gautam Pai is a registered investment advisor at Cetera Investment Advisers LLC, based in Solon, OH, with 17 years of industry experience. Gautam 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
30505 Bainbridge Rd Ste 160, Solon, OH, 44139
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gautam operates under the DBA Balanced Financial Concepts, providing financial services and dedicating full-time hours to it. He also works as a registered tax preparer, dedicating a few hours per week, and is a founding board member/finance committee member for The Joishy-Pai Sezary Syndrome Society, a non-profit, spending minimal time on it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations21 states
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