Alpharetta, GA Powers Place Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,209 advisors across 5,116 offices

Location

1105 Powers Place

Alpharetta GA 30009

Advisors at this office

2

Advisors at this office

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Robert S

Series 63, Series 65

Alpharetta, GA

Cetera

Robert Solley is a financial advisor at Cetera with 35 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Cetera and its affiliated firms since 2011. He is also the owner of Solley Financial Services, which he started in 2003. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Stephen S

Series 66

Alpharetta, GA

Cetera

Stephen Solley is a financial advisor with Cetera in Alpharetta, GA, holding a Series 66 designation and having one year of industry experience. Prior to joining Cetera, he worked at Del Sur and held various service roles in the food industry. Outside of his advisory role, he also works as a server at Lily Sushi Bar and Firebirds Bar and Grill. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment programs and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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