Rick Creteau
Rick Creteau is a registered investment advisor at Cetera Investment Advisers LLC, based in Rochester, NH, with 4 years of industry experience. Rick 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
73 Wakefield Street, Rochester, NH, 03867
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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
Rick is an insurance agent for CHL & Associates, a fixed insurance DBA, since July 2021. He also sells life, disability, annuities, and long-term care insurance with various companies since March 2021, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations5 states
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