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Chera Gerstein

45 Years of Experience
Hartford, CT
1 DisclosureBrokerSells Insurance

Chera Gerstein is a registered investment advisor at Cetera Investment Advisers LLC, based in Hartford, CT, with 45 years of industry experience. Chera 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

10 State House Fl 11, Hartford, CT, 06103

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History

Regulatory History (1)
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Customer Dispute
June 2009
Settled
Other Business ActivitiesSells Insurance

Chera is a director at Willis Towers Watson PLC, selling disability, health, life, LTC, and annuities, dedicating about 10-20% of their time. Chera also sells fixed insurance with various companies, including life, health, disability, annuities, and long-term care, taking up a full-time commitment. Additionally, Chera is a managing member of La Maison de Lion, LLC, a real estate company, requiring minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
September 2013 - Present · 12 yrs 8 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Hrh Securities, INC.Broker
April 2001 - January 2003 · 1 yr 9 mos
Tower Square Securities, INC.
November 2000 - September 2013 · 12 yrs 10 mos
Tower Square Securities, INC.Broker
January 2000 - September 2013 · 13 yrs 8 mos
Advantage Capital CorporationBroker
August 1994 - January 2000 · 5 yrs 5 mos
Travelers Equities Sales, INC.Broker
October 1980 - August 1994 · 13 yrs 10 mos
State Registrations19 states
CACTDCFLGAILMAMDMEMIMONCNJNYPARISCVAVT
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.