Draper, UT 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
Draper UT
Advisors at this office
3
Advisors at this office
Nathaniel C
CFP®, Series 63, Series 65
Draper, UT
Cetera
Nathaniel Crowther is a financial advisor with Cetera who holds the CFP® designation and has 30 years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life, Strategic Financial Partners, Renaissance Financial Corp, and Cetera Wealth Services. Crowther is also involved in real estate ownership, including managing rental properties and a luxury townhome used for both personal and rental purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse investment management and financial planning services across multiple program structures with access to affiliated and third-party managers.
Brian S
Series 63, Series 65
Draper, UT
Cetera
Brian Schneider is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Voya Financial Advisors. Outside of advising, he is an independent insurance agent and owns Schneider Financial Services, Inc., a business involved in the sales of insurance and securities products. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of investment solutions including discretionary and non-discretionary portfolio management, with access to both affiliated and third-party managers across multiple program structures.
Dalton C
Series 66
Draper, UT
Cetera
Dalton Cunningham is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He has worked in various roles within Cetera and its related entities since 2023 and is also associated with Renaissance Financial, where he offers securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides a range of portfolio management and financial planning services, offering multiple program options and access to various third-party money managers.
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