Jeffrey Humbert is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Victor, NY, with 8 years of industry experience. Jeffrey 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.
Compensation
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Assets Under Management
Location
61 West Main Street, Victor, NY, 14564
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a wealth advisor for Canandaigua National Bank and Trust, profiling clients and working with a team to determine the best platform for them. He does not place or handle securities transactions, make investment decisions, or recommend securities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
State Registrations16 states
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