BB
BB

Braedon Bayer

5 Years of Experience
Fort Lauderdale, FL
Broker

Braedon Bayer is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Lauderdale, FL, with 5 years of industry experience. Braedon 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

Fort Lauderdale, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Braedon works as a financial professional for Omni Financial Advisory Group, a financial services business. This takes up about a full quarter of his time, with most of those hours occurring during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2024 - Present · 2 yrs 3 mos
Cetera Advisors LLC
April 2023 - Present · 3 yrs 1 mo
Cetera Advisors LLCBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Cetera Advisors LLC
April 2023 - March 2024 · 11 mos
Fidelity Personal and Workplace Advisors
November 2020 - April 2023 · 2 yrs 5 mos
Fidelity Brokerage Services LLCBroker
September 2020 - April 2023 · 2 yrs 7 mos
State Registrations13 states
ALAZCTDEFLLAMANCNJNYPASCVA
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.
Braedon Bayer - Financial Advisor | TrueAdvisor