Nilay Barefield
Nilay Barefield is a registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 7 years of industry experience. Nilay 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
5075 Shoreham Place, Suite 280, San Diego, CA, 92122
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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
Nilay works as a financial advisor at Tax & Financial Group, providing insurance, securities, and advisory services since August 2024. This takes about a quarter of his time, including during trading hours.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations4 states
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