David Wiener is a registered investment advisor at Cetera Investment Advisers LLC, based in Leola, PA, with 3 years of industry experience. David 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
49 E. Main Street, Leola, PA, 17540
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is involved with Smoker Wealth Management LLC as a DBA for investments, dedicating about 10-20% of his time. He also works with Smoker & Company LLC, providing tax services as a CPA, taking nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations1 state
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