Erie, PA W 38th St 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
1032 W 38th St
Erie PA 16508
Advisors at this office
4
Advisors at this office
Matthew A
Series 66
Erie, PA
Cetera
Matthew Abata is a financial professional with Cetera, holding a Series 66 credential and three years of industry experience. He has worked with various entities within the Cetera network since 2023 and is also a benefits specialist at Bayfront Benefit Solutions, where he has been involved in insurance brokerage since 2019. Additionally, he is associated with Bayfront Wealth Management as a financial professional. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.
Nicholas O
Series 66
Erie, PA
Cetera
Nicholas Osborne is a financial advisor with Cetera holding a Series 66 designation and no prior industry experience. His work history includes roles outside finance, such as positions at The Pub and Villa at the Lake. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management options and operates a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.
Gregory D
Series 63, Series 65
Erie, PA
Cetera
Gregory Deemer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Cetera and its affiliates since 2013 and currently owns Bayfront Benefit Solutions, Inc. Deemer serves as a board member for the Boys & Girls Club of Erie and is president of the Fort LeBoeuf Wall of Fame, a nonprofit organization. Cetera Investment Advisers LLC is a nationwide independent advisory firm serving individual, institutional, corporate, and charitable clients through a multi-manager platform offering portfolio management, financial planning, and retirement services. The firm manages over $256 billion in assets and supports advisors with a range of discretionary and non-discretionary program options across multiple custodians.
Bruce J
Series 66
Erie, PA
Cetera
Bruce Jakiel is a financial advisor with Cetera who holds a Series 66 designation and has 16 years of industry experience. His prior roles include positions at Cambridge Investment Research and Edward Jones. He is also the owner of a real estate property in Erie, PA. Cetera Investment Advisers LLC supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, and institutional clients through diversified portfolio management, financial planning, and access to third-party money managers.
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