FD
FD
Frank Deshantz
15 Years of Experience
Monroeville, PA
2 DisclosuresBroker
Frank Deshantz is a registered investment advisor at Cetera Investment Advisers LLC, based in Monroeville, PA, with 15 years of industry experience. Frank 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
4220 William Penn Highway, Monroeville, PA, 15146
Get directionsHistory
Regulatory History (2)
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Employment Separation After Allegations
July 2022Customer Dispute
October 2017Denied
Other Business Activities
Frank is a softball coach, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2022 - Present · 3 yrs 7 mos
Cetera Investment Services LLCBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Equitable Advisors, LLC
August 2022 - August 2022 · 0 mos
Equitable Advisors, LLCBroker
August 2022 - August 2022 · 0 mos
Citizens Securities, INC.Broker
January 2017 - July 2022 · 5 yrs 6 mos
Citizens Securities, INC.
January 2017 - July 2022 · 5 yrs 6 mos
Key Investment Services LLC
September 2016 - January 2017 · 4 mos
Key Investment Services LLCBroker
September 2016 - January 2017 · 4 mos
LPL Financial LLCBroker
March 2013 - September 2016 · 3 yrs 6 mos
LPL Financial LLC
March 2013 - September 2016 · 3 yrs 6 mos
Essex National Securities, LLC
November 2010 - March 2013 · 2 yrs 4 mos
Essex National Securities, LLCBroker
August 2010 - March 2013 · 2 yrs 7 mos
State Registrations7 states
DEFLNCORPASCVA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.