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John Oberlander
15 Years of Experience
Woburn, MA
Broker
John Oberlander is a registered investment advisor at Cetera Investment Advisers LLC, based in Woburn, MA, with 15 years of industry experience. John 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
400 Tradecenter, Suite 4920, Woburn, MA, 01801
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2019 - Present · 6 yrs 9 mos
Cetera Investment Services LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
December 2016 - June 2019 · 2 yrs 6 mos
Foresters Financial Services, INC.Broker
January 2011 - June 2019 · 8 yrs 5 mos
State Registrations11 states
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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.