Orlando, FL North Orange 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
111 North Orange St
Orlando FL 32801
Advisors at this office
4
Advisors at this office
Erik J
Series 63, Series 66
Orlando, FL
Cetera
Erik Johnson is a financial advisor with Cetera in Orlando, FL, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2015 and has also been associated with Regions Bank since 2010, where he serves as a wealth advisor involved in customer service and a range of banking products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting discretionary and non-discretionary account structures across diverse program options.
Viviana F
Series 63, Series 65
Orlando, FL
Cetera
Viviana Frias Diaz is a financial advisor with Cetera in Orlando, FL, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at Fieldpoint Private Bank & Trust and Regions Bank, where she continues to serve as a wealth advisor. Outside of her advisory work, she is the owner of DA Legacy Properties, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various investment program options.
Mylene S
Series 63, Series 66
Orlando, FL
Cetera
Mylene Serrano Kalinich is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 22 years of industry experience. She has worked with Cetera and Regions Bank since 2019 and previously held roles at BB&T Securities and BB&T from 2014 to 2019. Outside of advising, she is a private banker serving high-net-worth clients and is a 50% owner of Sawtelle Development LLC, a commercial building business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, spanning discretionary and non-discretionary strategies and includes access to third-party money managers.
Stanley S
Series 66
Orlando, FL
Cetera
Stanley Porfirio is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to develop personalized investment strategies aimed at pursuing their financial goals. He also provides access to Bank of America services for banking and lending needs. Stanley holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from FAAL Faculdade de Administração e Artes de Limeira. His approach focuses on understanding what matters most to clients and their families to help guide their financial planning.
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