Clifford Shnier
Clifford Shnier is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 11 years of industry experience. Clifford 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
1904 W Parkside Ln Ste 100, Phoenix, AZ, 85027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Clifford is a shareholder in Ceshnierco Inc, a private family-held company, since 1993, and a Notary Public since 2018. He owns Meridian Special Needs Planning, providing financial planning services and selling insurance, securities, and investment products, dedicating nearly full-time hours to it, and Meridian Estate Services LLC, coordinating legal document preparation, dedicating about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations3 states
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