New Iberia, LA W. Main 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
152 W. Main St
New Iberia LA 70560
Advisors at this office
4
Advisors at this office
Gerald B
Series 66
New Iberia, LA
Cetera
Gerald Beaullieu IV is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Avantax Advisory Services, 1st Global Advisors, and a longstanding position at Cosource Financial Group. He serves as a state representative for Louisiana’s District 48 and is active on the endowment board of Sacred Heart of Jesus Catholic Church, among other community and civic involvements. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, corporate, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.
Craig V
Series 66
New Iberia, LA
Cetera
Craig Viator is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has worked at multiple firms, including Avantax and 1st Global Advisors, and is also a partner and tax manager at Broussard, Poche, Lewis & Breaux, LLP, a public accounting firm. Viator serves as treasurer of the Optimist Club of New Iberia, a local youth service organization. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.
Chase B
Series 66
New Iberia, LA
Cetera
Chase Buteaux is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. His prior roles include positions at J.P. Morgan Securities, Raymond James Financial Services, and Avantax firms. He is also associated with CoSource Financial Group LLC, where he provides financial planning services for business and individual clients. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.
Shawn H
Series 63, Series 65
New Iberia, LA
Cetera
Shawn Harrison is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Avantax Advisory Services and 1st Global Advisors, with a longstanding involvement in financial services through Cosource Financial Group, where he serves as managing partner. Outside of advisory work, Harrison is active in nonprofit boards focused on waterfowl conservation, Down syndrome awareness, and local athletic programs. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services tailored across discretionary and non-discretionary structures.
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