Atlanta, GA Office

Team
Updated today
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Cetera

Institution

Firm-wide stats for Cetera

Total advisors

10,177

Across 5,101 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Cetera Investment Advisers LLC is an SEC‑registered adviser that distributes its services through a large nationwide network of independent advisors and serves individuals (both non‑HNW and high‑net‑worth), employer‑sponsored retirement plans, corporate and charitable clients, and institutional accounts. Its offerings include discretionary and non‑discretionary portfolio management, financial planning and consulting, ERISA 3(21) and 3(38) retirement services, wrap and non‑wrap program platforms, and access to third‑party money managers.

The firm operates as a multi‑manager platform in which advisors may implement model portfolios provided by an affiliated manager (CIM), select unaffiliated third‑party managers, or construct bespoke strategies; program options range from automated InvestPath allocations to direct indexing, private client overlays, and unified managed accounts. Accounts are run under a mix of discretionary and non‑discretionary authorities and across multiple program structures and custodial relationships, with ongoing supervision and annual client reviews described in the ADV.

Notable features include scale — the ADV reports over $256 billion in assets under management, more than 10,000 advisors and roughly 800,000 clients — and a suite of affiliations (an affiliated trust company, affiliated model provider, strategic fund and ETP partner arrangements, and cash‑sweep programs) that shape product availability and revenue flows. The ADV also discloses recent regulatory settlements with the SEC (described in 2021, 2022 and 2024) and identifies an affiliation with a municipal advisor, both of which prospective clients should review alongside the brochure’s descriptions of revenue‑sharing, sweep arrangements and other program‑level conflicts of interest.

Based on Cetera

Expertise

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

Based on Cetera

Occupation focus

Founder/Business Owner Executive

Based on Cetera

Location

Atlanta GA

Advisors at this office

8

Advisors at this office

user avatar

Michael F

Series 66

Atlanta, GA

Cetera

Michael Ferrara is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Cetera. His prior work history includes a 15-year tenure at AT&T. Outside of his advisory role, he serves as a financial mentor at Buckhead Church, teaching budgeting and financial literacy, and he is the founder of the Lone Wolfpack Running Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, corporate, and charitable clients through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services across multiple program structures, emphasizing a multi-manager platform with access to third-party money managers and bespoke investment strategies.

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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Timothy B

Series 63, Series 66

Atlanta, GA

Cetera

Timothy Burdick is a financial professional with 15 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 designations and has worked at Cetera and its related entities since 2024, following a decade at Burdick Financial Inc. He is also associated with Carolina Capital Management, where he provides financial services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services delivered through a large network of over 10,000 advisors, managing more than $256 billion in assets.

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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Whitney D

Series 63, Series 66

Atlanta, GA

Cetera

Whitney Delaney is a financial advisor at Cetera with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously with Avantax Advisory Services and Avantax Insurance Agency. Outside of her advisory role, she serves as president of Kingsley Racquet & Swim Club, managing board activities and budgeting. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management through a multi-manager platform that includes affiliated and third-party strategies.

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

Travis H

Series 66

Atlanta, GA

Cetera

Travis Haines is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill for 19 years and has been involved with Cetera and Cetera Advisors since 2022. Haines is also a registered administrative assistant at Chastain Park Capital Partners, LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and manages over $256 billion in assets through a network of more than 10,000 advisors.

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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Adam K

ChFC®, Series 63, Series 65

Atlanta, GA

Cetera

Adam Kazinec is a financial advisor with Cetera Investment Advisers LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 18 years of industry experience, including 15 years with Prudential Insurance Company of America and its affiliated firms. Outside of his advisory work, he serves on the boards of the Jewish Federation of Greater Atlanta and the Jewish Fertility Foundation, contributing to their governance and community engagement efforts. Cetera Investment Advisers LLC operates as a multi-manager platform serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

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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Corey W

Series 63, Series 66

Atlanta, GA

Cetera

Corey Webster is a financial advisor with Cetera based in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been associated with various Cetera entities since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple program structures and third-party managers through a large network of independent advisors.

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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Barry D

Series 63, Series 66

Atlanta, GA

Cetera

Barry Dekreek is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at LPL Financial for 12 years and has been with Cetera and related firms since 2025. Outside of his advisory role, he is a member of Oceanview Ventures LLC, which manages business-related financial operations. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers and program structures.

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

Brian H

Series 63, Series 66

Atlanta, GA

Cetera

Brian Hulsey is a financial advisor with Cetera and holds the Series 63 and Series 66 credentials. He has 25 years of industry experience and has been with Cetera and its affiliated entities since 2013. Outside of his advisory work, he is also involved in financial consulting and investment management through Chastain Park Capital Partners, LLC, and sells life, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

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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