Las Vegas, NV 376 E. Warm Springs Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
376 E. Warm Springs Road, Suite 265
Las Vegas NV 89119
Advisors at this office
3
Advisors at this office
Quest S
Series 66
Las Vegas, NV
Cetera
Quest Salazar is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. His background includes roles at Cetera Investment Advisors, Cetera Wealth Services, GenRock Wealth Management, and prior experience in medical billing and education. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored 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, supporting various investment strategies and program structures with over $256 billion in assets under management.
Stephen C
CFP®, Series 63, Series 66
Las Vegas, NV
Cetera
Stephen Close is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at Concourse Financial Group Securities Inc, Lincoln Financial Securities Corporation, and LPL Financial. Beyond his advisory work, Close is the treasurer of the Nevada Firearms Coalition and serves as Stake Assistant Clerk - Finance for The Church of Jesus Christ of Latter-day Saints. Cetera Investment Advisers LLC is an SEC-registered firm that offers advisory services through a large network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Anaii D
CFP®, Series 66
Las Vegas, NV
Cetera
Anaii Davis is a CFP®-designated financial advisor with two years of industry experience, currently associated with Cetera in Las Vegas, NV. Prior roles include positions at GenRock Wealth Management LLC and Close Financial Services Inc. Additionally, Davis has been involved in offering life and health insurance products through affiliated business activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm provides portfolio management, financial planning, and access to multiple investment managers through various program structures and custodial relationships.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)