HV
HV

Heather Viniar

2 Years of Experience
Sunrise, FL
Broker

Heather Viniar is a registered investment advisor at Cetera Investment Advisers LLC, based in Sunrise, FL, with 2 years of industry experience. Heather 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

13450 W Sunrise Blvd, Suite # 240, Sunrise, FL, 33323

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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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Other Business Activities

Heather is the 100% owner of Ignite Your Sunshine LLC, an inactive business for yoga and life coaching services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2024 - Present · 1 yr 10 mos
Cetera Investment Services LLCBroker
April 2024 - Present · 2 yrs 1 mo
Cetera Investment Services LLC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
May 2023 - April 2024 · 11 mos
State Registrations11 states
CADCFLIDKYNCNENJNYTXVA
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.
Heather Viniar - Financial Advisor | TrueAdvisor