El Paso, TX 2150 Trawood Drive 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
2150 Trawood Drive Suite A 200
El Paso TX 79935
Advisors at this office
3
Advisors at this office
Alan S
Series 63, Series 65
El Paso, TX
Cetera
Alan Simpson is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliates since 2017, following seven years at Great Nation Investment Corporation. Outside of his advisory role, Simpson serves as treasurer for the Hope Border Institute and participates as a committee member and board member in various local nonprofit organizations. Cetera Investment Advisers LLC is an SEC-registered firm that supports 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 multi-manager platform that includes affiliated and third-party managers, with access to diverse program structures and custodians.
Elvira G
Series 63, Series 65
El Paso, TX
Cetera
Elvira Grossman is a financial professional with six years of industry experience, currently affiliated with Cetera. She has held roles at NYLIFE Securities LLC and New York Life Insurance Company and also worked at Cafe Central. Grossman serves on an animal shelter advisory committee in El Paso, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.
Presciliano O
Series 63, Series 65
El Paso, TX
Cetera
Presciliano Ortega Jr. is a financial advisor at Cetera with 42 years of industry experience. He has been associated with Cetera and its related entities since 2017 and has operated Presi Ortega & Associates since 1986. Ortega serves on the boards of the San Vicente Family Health Center and the Yucca Council Boy Scout Board of Directors, and he is president of the Cathedral High School Association. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services across various program structures and custodial relationships.
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