Boca Raton, FL West Palmetto Park Road Office
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Cetera
Institution
Firm-wide stats for Cetera
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
Based on Cetera
Location
7284 West Palmetto Park Road Suite 106
Boca Raton FL 33433
Advisors at this office
6
Advisors at this office
Jason W
CFP®, Series 63, Series 65, Series 66
Boca Raton, FL
Cetera
Jason Watach is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Cetera and also operates Evershore Financial Group, a separate financial services business. His career includes previous roles with Securian Financial and Minnesota Life Insurance Company. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options.
Jessika O
Series 66
Boca Raton, FL
Cetera
Jessika Ochoa is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked with Cetera Wealth Services and Evershore Financial Group, among other firms. Ochoa is also involved as a member of Business Network International, a large business referral organization. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with discretionary and non-discretionary options.
Brian M
Series 63, Series 66
Boca Raton, FL
Cetera
Brian Muehlenbeck is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has previously worked at firms including New York Community Bank, LPL Financial, and Securian Financial Services. Outside of traditional advisory roles, he is involved with Evershore Financial Group, focusing on fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or develop customized strategies.
Jeffrey F
Series 66
Boca Raton, FL
Cetera
Jeffrey Finlayson is a financial advisor with Cetera, holding a Series 66 designation and possessing 10 years of industry experience. His prior work includes roles at Securian Financial Services, Minnesota Life Insurance Company, and PNC Investments. He is also a licensed insurance agent focusing on fixed insurance products and serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supported by a network of over 10,000 advisors nationwide.
Koren M
CFP®, Series 65, Series 63
Boca Raton, FL
Cetera
Koren Marinberg is a CFP® professional with five years of experience in financial advisory and insurance services. Currently with Cetera and Evershore Financial Group, Marinberg has prior experience at OneAmerica Securities and the University of Central Florida. Outside of advisory work, Marinberg is licensed as an insurance agent focusing on life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, overseeing over $256 billion in assets through more than 10,000 advisors.
Steven Z
Series 63, Series 65
Boca Raton, FL
Cetera
Steven Zborowski is a financial professional with 42 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked with firms including Evershore Financial Group, Securian Financial Services Inc., and Minnesota Life. In addition to his advisory role, he is involved in fixed insurance sales and offers Medicare supplemental insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting various discretionary and non-discretionary investment programs.
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