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Neil Orzeck

7 Years of Experience
Florham Park, NJ
Broker

Neil Orzeck is a registered investment advisor at Cetera Investment Advisers LLC, based in Florham Park, NJ, with 7 years of industry experience. Neil 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

25A Vreeland Rd Ste 303, Florham Park, NJ, 07932

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Neil is a board member of Cedar Hill Country Club since 2022, serving on the membership committee. He dedicates a few hours per week to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
December 2019 - Present · 6 yrs 5 mos
Cetera Wealth Services, LLC
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
December 2019 - June 2023 · 3 yrs 6 mos
Ameriprise Financial Services, INC.
October 2018 - December 2019 · 1 yr 2 mos
Ameriprise Financial Services, INC.Broker
August 2018 - December 2019 · 1 yr 4 mos
State Registrations7 states
CACTDCFLGANJNY
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.
Neil Orzeck - Financial Advisor | TrueAdvisor