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Jeanette Colby

Cetera Investment Advisers LLC
9 Years of Experience
Westbury, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jeanette Colby is a registered investment advisor at Cetera Investment Advisers LLC, based in Westbury, NY, with 9 years of industry experience. Jeanette is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

1400 Old Country Rd; Suite 408, Westbury, NY, 11590

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History

Regulatory History (1)
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Criminal
November 1980
Final Disposition
View Full SEC ReportHow to Read Disclosures
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 · 5 yrs 1 mo
Cetera Investment Services LLC
June 2019 - Present · 7 yrs 4 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 7 yrs 4 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.
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