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Pamela Preczewski

6 Years of Experience
New Boston, MI
Broker

Pamela Preczewski is a registered investment advisor at Cetera Investment Advisers LLC, based in New Boston, MI, with 6 years of industry experience. Pamela 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

37243 Huron River Dr, New Boston, MI, 48164

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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

Pamela owns Life By Numbers Inc. (DBA Accounting Pros Michigan), providing tax and accounting services, dedicating a few hours per week. She is also a co-owner of Aleski Inc. (DBA Dancesport Academy of Michigan), where she handles accounting and provides dance instruction, also dedicating a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
June 2020 - March 2024 · 3 yrs 9 mos
State Registrations7 states
AZFLKYMIMSTXWA
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.
Pamela Preczewski - Financial Advisor | TrueAdvisor