McLean, VA Greensboro Drive Office

Team
Updated today
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Cetera

Institution

Firm-wide stats for Cetera

Total advisors

10,197

Across 5,098 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

8200 Greensboro Drive Suite 625

McLean VA 22102

Advisors at this office

8

Advisors at this office

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Jennifer H

Series 65, Series 63

McLean, VA

Cetera

Jennifer Harmon Von Bredow is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and 12 years of industry experience. She has worked at Cetera and its affiliate Cetera Wealth Services since 2021, with prior experience at Voya Financial Advisors and ACI Group. In addition to her advisory role, she is a commissioned notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party and affiliated investment 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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Jonathan K

CFP®, ChFC®, Series 63, Series 65

McLean, VA

Cetera

Jonathan Kurtz is a CFP® and ChFC® financial advisor with 33 years of industry experience, currently with Cetera since 2021. His prior experience includes seven years at VOYA Financial Advisors and over two decades as an independent insurance agent. He serves as a board member and finance committee member for Innisfree Village, a nonprofit organization supporting adults with intellectual disabilities. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment strategies.

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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Thomas P

CFP®, ChFC®, Series 63, Series 65

McLean, VA

Cetera

Thomas Phillips is a financial advisor with Cetera, holding the CFP® and ChFC® designations and possessing 34 years of industry experience. He has worked with Cetera and its affiliates since 2021 and was previously with VOYA Financial Advisors for seven years. Outside of his advisory role, he serves on the board of directors for the Chantilly Little League, where he helps recruit coaches and build rosters. Cetera Investment Advisers LLC is a nationwide advisory firm serving 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 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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Bradley B

Series 66

McLean, VA

Cetera

Bradley Babilino is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. He has held roles at several firms and organizations, including Cetera Wealth Services LLC and Kurtz, Connor, Browning & Phillips, LLC, where he serves as an investment assistant. Babilino has also been involved with Christopher Newport University and James River Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services, leveraging a multi-manager platform with both affiliated and third-party investment 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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Rachel T

CFP®, Series 66

McLean, VA

Cetera

Rachel Tran is a CFP® with seven years of industry experience, currently affiliated with Cetera. She has held roles at Cetera Wealth Services, LLC, Kurtz, Connor, Browning & Phillips, LLC, and Voya Financial Advisors, Inc. Additionally, Rachel is a licensed notary public. Cetera Investment Advisers LLC is an SEC-registered adviser 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 with access to both affiliated and third-party investment 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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Kalman F

CFP®, Series 66

McLean, VA

Cetera

Kalman Finger is a financial advisor at Cetera with 15 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Cetera, Cetera Wealth Services, Voya Financial Advisors, and Kurtz, Connor, Browning & Phillips, LLC. Outside of advisory roles, he holds a power of attorney for a family member. 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 range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated 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
user avatar

Arnold C

Series 63, Series 65

McLean, VA

Cetera

Arnold Connor Jr. is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including VOYA Financial Advisors and Cetera Wealth Services, LLC. He is also a part owner of Kurtz, Connor, Browning & Phillips, LLC, a DBA involved in the sales of securities and insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients from individuals to institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

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

Russell J

CFP®, Series 63, Series 65

McLean, VA

Cetera

Russell Jones is a CFP® professional with four years of industry experience currently with Cetera in McLean, VA. He has previously worked with Northwestern Mutual and is also involved with KCBP, LLC, where he serves as an investment assistant. Additionally, he holds a notary public role and acts as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring both affiliated 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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