Jeffrey Cattanach
Jeffrey Cattanach is a registered investment advisor at Cetera Investment Advisers LLC, based in Belmar, NJ, with 5 years of industry experience. Jeffrey 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
Firm Size
IM Fee
Assets Under Management
Location
Belmar, NJ
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an independent producer for The Standard Insurance Company, administering client STD policies, and a member of Fides Financial LLC, where he spends nearly full-time providing financial and insurance services. He also serves as the executor of two wills and owns Fides Tax & Enterprise, providing tax and enterprise services, dedicating about 10-20% of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
State Registrations2 states
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