AW
AW

Amanda Weese

4 Years of Experience
San Diego, CA
Broker

Amanda Weese is a registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 4 years of industry experience. Amanda 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

655 W Broadway12th Fl, San Diego, CA, 92101

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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 Wealth Services, LLCBroker
July 2025 - Present · 1 yr
Cetera Advisors LLCBroker
July 2025 - Present · 1 yr
Cetera Financial Specialists LLCBroker
July 2025 - Present · 1 yr
Cetera Investment Services LLCBroker
July 2025 - Present · 1 yr
Cetera Investment Advisers LLC
July 2025 - Present · 1 yr
Previous Registrations
Park Avenue Securities LLC
September 2024 - July 2025 · 10 mos
Park Avenue Securities LLCBroker
September 2024 - July 2025 · 10 mos
Cetera Investment Advisers LLC
July 2023 - August 2024 · 1 yr 1 mo
Cetera Advisors LLCBroker
July 2023 - August 2024 · 1 yr 1 mo
Cetera Advisors LLC
July 2023 - July 2023 · 0 mos
Cetera Advisor Networks LLC
May 2023 - June 2023 · 1 mo
Cetera Financial Specialists LLCBroker
November 2021 - June 2023 · 1 yr 7 mos
Cetera Investment Services LLCBroker
November 2021 - June 2023 · 1 yr 7 mos
Cetera Advisor Networks LLCBroker
November 2021 - June 2023 · 1 yr 7 mos
Cetera Advisors LLCBroker
November 2021 - June 2023 · 1 yr 7 mos
First Allied Securities, INC.Broker
November 2021 - September 2022 · 10 mos
State Registrations1 state
CA
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.
Amanda Weese - Financial Advisor | TrueAdvisor