Claire Rone is a registered investment advisor at Cetera Investment Advisers LLC, based in St. Louis, MO. Claire 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

5700 Oakland Avenue Suite 400, St. Louis, MO, 63110

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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

Claire works as a financial professional at Renaissance Financial, providing financial services, dedicating about a quarter of her time. She also works as a program manager at College Bound STL, a college access non-profit organization, taking about a quarter of her time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLCBroker
April 2025 - Present · 1 yr 1 mo
State Registrations3 states
ILMOWA
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.
Claire Rone - Financial Advisor | TrueAdvisor