TD
CFP
TD
CFP

Thomas Dragar

13 Years of Experience
Brecksville, OH
Broker

Thomas Dragar is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Brecksville, OH, with 13 years of industry experience. Thomas 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
Loading...

Location

7000 Fitzwater RD, Suite 110, Brecksville, OH, 44141

Get directions

History

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 →
Other Business Activities

Thomas is a client relationship manager at Freeman Heyne Toma, LLC, a financial services firm, dedicating full-time hours to this role. He also serves as treasurer for the Lake Catholic High School Alumni Association and is a notary public, spending minimal time on each of these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
September 2012 - Present · 13 yrs 8 mos
Previous Registrations
Cetera Advisors LLC
December 2012 - March 2024 · 11 yrs 3 mos
State Registrations9 states
AZFLGAMENVNYOHPAWA
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.