Cockeysville, MD Monroe St. Office

Team
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Cetera

Institution

Firm-wide stats for Cetera

Total advisors

10,190

Across 5,094 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

9710 Monroe St.

Cockeysville MD 21030

Advisors at this office

14

Advisors at this office

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Edward F

CFP®, Series 63, Series 66

Cockeysville, MD

Cetera

Edward Feduke is a CFP® professional with five years of industry experience, currently serving with Cetera. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, and multiple mortgage firms. Outside of his advisory duties, he volunteers as a college funding coach. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services and allows advisors to implement model portfolios, select third-party managers, or create customized strategies.

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

Zouhair T

Series 65, Series 63

Cockeysville, MD

Cetera

Zouhair Tahri is a financial professional with Cetera, holding Series 63 and Series 65 licenses and entering his first year in the industry. He also serves as the managing director of Tahri CPA PLLC, a tax and accounting firm he has led since 2021. Prior to his current roles, he worked in technology firms including DXC Technology and Xerox. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving a diverse client base from individuals to institutional accounts, offering a broad range of portfolio management and financial planning services through multiple program structures 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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Brian W

Series 63, Series 65

Cockeysville, MD

Cetera

Brian Walsh is a financial professional with 29 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at firms including Securian Capital of the Chesapeake and Minnesota Life Insurance Co. In addition to his advisory role, he is the owner of a fixed insurance sales business and a commercial real estate holding company. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, providing advisors with access to affiliated and third-party investment strategies across various program structures.

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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Jacqueline J

Series 65

Cockeysville, MD

Cetera

Jacqueline Jones is a Series 65-licensed financial advisor with 30 years of industry experience. She is currently with Cetera and Cetera Wealth Services, LLC, having joined in 2024, and previously worked with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. Jones is also active as a financial advisor at Kinnect Advisors and holds a role as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform with various program options and custodial relationships.

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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Christopher O

Series 66

Cockeysville, MD

Cetera

Christopher Olechno is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked previously at Charlemagne Institute and Proven Media Solutions. Olechno also served in the United States Army Reserve for six years. Cetera Investment Advisers LLC is a nationwide registered advisor serving a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and oversees over $256 billion in assets under management.

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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Diane M

Series 63, Series 66

Cockeysville, MD

Cetera

Diane Muhler is a financial professional with 33 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 designations. Her prior work includes roles at Securian Capital of the Chesapeake, SunTrust Advisory Services, and Minnesota Life Insurance Co. Outside of financial advising, she works as an electrical sales associate at Home Depot and serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 large network of independent advisors and employs a multi-manager platform with various discretionary and non-discretionary program options.

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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Victor F

Series 66

Cockeysville, MD

Cetera

Victor Folayan is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Kinnect Wealth Management, Securian Financial Services, New York Life, and Primerica. Outside of his advisory work, he serves as Treasurer of ANPA DMV and volunteers with the FGC Idoani Alumni Association. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporations, and institutional clients, offering discretionary and non-discretionary portfolio management along with 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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Edward H

Series 63, Series 66

Cockeysville, MD

Cetera

Edward Hodgman is a financial professional with nine years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has worked at firms including NYLIFE Securities LLC, New York Life Insurance Company, and Securian Capital of the Chesapeake. Outside of financial services, he owns Markit Inc., a distributor of signage materials. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms, operating as a multi-manager platform with a network of over 10,000 advisors and more than $256 billion in assets under management.

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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Justin H

Series 63, Series 65

Cockeysville, MD

Cetera

Justin Harrison is a financial professional at Cetera with four years of industry experience. He has worked with several firms, including Securian Capital of the Chesapeake and Minnesota Life Insurance Co. Outside of his advisory role, he is involved with Kinnect Advisors and engages in the sale of fixed insurance products. Cetera Investment Advisers LLC offers services to a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides various portfolio management options and financial planning services through a multi-manager platform supported by 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
user avatar

Stuart K

Series 63, Series 65

Cockeysville, MD

Cetera

Stuart Kessler is a financial professional with 12 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at firms including Securian Capital of the Chesapeake and Minnesota Life Insurance Co. Kessler is a member of the Maryland Alzheimer’s Association in a volunteer capacity. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 third-party money managers across a variety of program structures.

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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Shannon B

Series 66

Cockeysville, MD

Cetera

Shannon Bowerman is a financial professional with 10 years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked at firms including Securian Capital of the Chesapeake and Minnesotal Life Insurance Company. Outside of her advisory role, she is a partner in a property management business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large 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 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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Noah S

CFP®, Series 63

Cockeysville, MD

Cetera

Noah Schettini is a CFP® professional at Cetera with eight years of industry experience. His prior roles include positions at Ameriprise, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and PNC Bank NA. Outside of his advisory work, he is also involved as an insurance agent selling 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 multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, 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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Gerald G

Series 63, Series 65

Cockeysville, MD

Cetera

Gerald Geddes is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at firms including LPL Financial and Securian Capital of the Chesapeake, and he is the president and CPA of Geddes & Company, P.C., which provides tax preparation and planning services. Geddes is also involved in the sale of fixed insurance products as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, operating with more than 10,000 advisors and over $256 billion in assets under management.

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

Kevin R

Series 66

Cockeysville, MD

Cetera

Kevin Reeg is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Edward Jones, The Huntington Investment Company, Citizens Bank, and Merrill. He is also involved with Kinnect Advisors, providing financial services, and works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 model portfolios, third-party managers, and custom strategies, managing over $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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