Andrew Oretsky
Andrew Oretsky is a registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 16 years of industry experience. Andrew 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
4550 Post Oak Pl, Ste 125, Houston, TX, 77027
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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
Andrew works as an agent/broker for Ardent Solutions and IMG Financial Group, focusing on fixed insurance sales, dedicating about 10-20% of his time to Ardent Solutions and minimal time to IMG Financial Group. He also works as an agent/broker for IMG Medical Group, dedicating minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Securevest Financial GroupBroker
State Registrations6 states
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