Portsmouth, NH Fleet Street Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

4

Of 10,209 advisors across 5,116 offices

Location

155 Fleet Street, Suite 208.5

Portsmouth NH 03801

Advisors at this office

4

Advisors at this office

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Simon C

Series 66

Portsmouth, NH

Cetera

Simon Cote is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked in advisory roles at TSWM Advisory Group and Avantax Advisory Services, among others. Outside of his advisory work, he has experience in client services and administrative roles supporting investment advisors. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with options including model portfolios, third-party managers, and bespoke 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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Ernest T

Series 66

Portsmouth, NH

Cetera

Ernest Tyler is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has held roles at several firms, including Avantax Advisory Services and 1st Global Advisors. In addition to his advisory work, he is a partner in TSSWMM Financial Group and TSWM Advisory Group, where he focuses on retirement, succession, and estate planning, and he also consults on tax and estate planning through TSS Advisors. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a comprehensive range of portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party 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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Mark R

Series 63, Series 66

Portsmouth, NH

Cetera

Mark Ross is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Avantax Advisory Services, LPL Financial, and Citizens Securities. He serves as a board member of a condominium association in Portsmouth, NH, where he contributes to fiscal policy and budgeting. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of over 10,000 independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through multi-manager platforms and diverse 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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Christopher J

CFP®, Series 66

Portsmouth, NH

Cetera

Christopher Johnson is a CFP® designated financial advisor with 19 years of industry experience. He is currently with Cetera and holds leadership roles including Director of Wealth Management at TSWM Advisory Group, which he co-owns, and owner of TSSWMM Financial Group. His career includes prior roles at USAA Financial Advisors and Avantax. Johnson also engages in consulting and speaking activities related to succession and estate planning for auto dealership clients. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options and manages over $256 billion in assets through a network of more than 10,000 advisors.

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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