Murrysville, PA 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
3875 Franklintowne Ct Ste 130
Murrysville PA 15668
Advisors at this office
4
Advisors at this office
Richard K
Series 66
Murrysville, PA
Cetera
Richard Kulbacki is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked with firms including LPL Financial and Axa Advisors, and has been affiliated with Cetera and related entities since 2019. Outside of financial services, he is a part owner of a music business and serves as treasurer for Habitat for Humanity of Allegheny Valley. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party money managers.
Luke J
Series 66
Murrysville, PA
Cetera
Luke Jackson I is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Cetera, he has experience working with Northwestern Mutual and has been involved in various entrepreneurial and service roles, including managing The Priory Hotel and operating GPC Landscaping. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with flexible investment solutions ranging from model portfolios to bespoke strategies, supported by a nationwide network of over 10,000 advisors.
Ronald G
Series 63, Series 65
Murrysville, PA
Cetera
Ronald Geisler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Cetera and its affiliate firms since 2021 and spent 18 years at LPL Financial prior to that. Outside of his advisory work, he is also involved in fixed insurance sales, including life, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, using a multi-manager platform that includes affiliated and third-party managers across discretionary and non-discretionary program structures.
Bryan D
Series 63, Series 65
Murrysville, PA
Cetera
Bryan Davis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include two decades at LPL Financial and ownership of The Advisors, LLC. He is also involved as an insurance agent selling life, health, disability, and long-term care policies. 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 a variety of portfolio management and financial planning services, featuring a multi-manager platform with access to both affiliated and third-party managers across discretionary and non-discretionary program options.
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