BB
CFP
BB
CFP

Brandon Bergeron

6 Years of Experience
New Orleans, LA
Broker

Brandon Bergeron is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in New Orleans, LA, with 6 years of industry experience. Brandon 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

701 Poydras Street, New Orleans, LA, 70139

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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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Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2026 - Present · 5 mos
Cetera Investment Services LLCBroker
May 2026 - Present · 5 mos
Previous Registrations
Ameriprise Financial Services, LLC
October 2025 - May 2026 · 7 mos
Ameriprise Financial Services, LLCBroker
October 2025 - May 2026 · 7 mos
Cookson Peirce Wealth Management
February 2025 - June 2025 · 4 mos
Wealthview Capital, LLC
August 2023 - January 2025 · 1 yr 5 mos
Crescent Sterling LTD.
July 2022 - July 2023 · 1 yr
Ae Wealth Management, LLC
October 2019 - May 2022 · 2 yrs 7 mos
State Registrations2 states
LAMS
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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