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Jeanette Colby
8 Years of Experience
Westbury, NY
1 DisclosureBrokerSells Insurance
Jeanette Colby is a registered investment advisor at Cetera Investment Advisers LLC, based in Westbury, NY, with 8 years of industry experience. Jeanette 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
1400 Old Country Rd; Suite 408, Westbury, NY, 11590
Get directionsHistory
Regulatory History (1)
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Criminal
November 1980Final Disposition
Other Business ActivitiesSells Insurance
Jeanette assists and services Medicare Advantage plans, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2021 - Present · 4 yrs 8 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 Financial Services, INC.Broker
June 2017 - June 2019 · 2 yrs
State Registrations6 states
CTDEFLMANYTX
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.