Bridgeville, PA Baldwin Street Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,217 advisors across 5,115 offices

Location

602 Baldwin Street

Bridgeville PA 15017

Advisors at this office

2

Advisors at this office

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Terry B

Series 63, Series 65

Bridgeville, PA

Cetera

Terry Burton is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 40 years of industry experience. His prior roles include positions at Amazon and Investors Capital Corporation, and he has operated Burton Wealth Management since 2016. He is also an agent for fixed insurance products including life, disability, annuities, and long-term care. Cetera Investment Advisers LLC serves a wide range of clients including individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple investment management programs and access to third-party money managers through a 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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Thomas D

Series 63, Series 65

Bridgeville, PA

Cetera

Thomas Drucis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and totaling 34 years of industry experience. He has worked at Cetera Advisors LLC since 2016 and previously spent 15 years at Investors Capital Corporation. Outside of his advisory role, Drucis is involved in fixed insurance sales and operates a comic book sales business. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, aiming to accommodate a broad range of client needs.

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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