Carmel, IN N Meridian St Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$245,376,655,958
ClientsTotal clients
801,652
AdvisorsAdvisors at this office
2
Of 10,209 advisors across 5,116 offices
Location
11595 N Meridian St Ste 300
Carmel IN 46032
Advisors at this office
2
Advisors at this office
Mason A
Series 66
Carmel, IN
Cetera
Mason Adams is a financial professional with one year of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has previously worked at Forvis, Meijer, DoorDash, and Kroger. Mason is also involved with Prosperity Advisors in a financial services capacity. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.
Adam T
CFP®, ChFC®, Series 63, Series 66
Carmel, IN
Cetera
Adam Trent is a CFP® and ChFC® with 19 years of industry experience. He is currently with Cetera and has previously worked at Charles Schwab & Co. Inc. and Northwestern Mutual Investment Services LLC. In addition to his advisory role, he volunteers as a basketball coach for the Carmel Dads' Club. Cetera operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services, with over $256 billion in assets under management and more than 10,000 advisors.
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