San Antonio, TX 9311 San Pedro 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
9311 San Pedro Ste 750
San Antonio TX 78216
Advisors at this office
4
Advisors at this office
Zachary C
CFP®, Series 66
San Antonio, TX
Cetera
Zachary Clark is a CFP® professional with 14 years of experience in the financial advisory industry. He is currently with Cetera and has worked with affiliated entities since 2011. Outside of his advisory role, Clark is a partner and treasurer in several non-investment businesses, including mining and technology distribution companies, and serves as treasurer for a women's ministry organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of advisory services through a nationwide network of independent advisors. The firm serves individual and institutional clients using a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.
Patrick L
Series 66
San Antonio, TX
Cetera
Patrick Lane is a financial associate at Cetera with one year of industry experience. He holds a Series 66 designation and has prior experience at Aspect Wealth Management and Cetera Wealth Services. Outside of financial advising, he has worked in various roles including coaching soccer and teaching. Cetera Investment Advisers LLC is a nationwide registered advisor serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with discretionary and non-discretionary options.
Justin H
Series 66
San Antonio, TX
Cetera
Justin Horsman is a financial advisor with Cetera based in San Antonio, TX, holding a Series 66 designation and three years of industry experience. He has worked at various entities within Cetera and serves as secretary and executive board member for FEAST, an educational organization. Horsman is also an executive board member of TeenPact Leadership Schools, a charitable education group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures and custodial relationships.
Michael C
Series 63, Series 65
San Antonio, TX
Cetera
Michael Clark is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 39 years of industry experience. He previously worked at Aspect Wealth Management for 24 years and has been with Cetera since 2013. Clark is involved in several business ventures outside of advising, including partnerships in mining operations, technology distribution, and carbon credit projects. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm provides access to a multi-manager platform with various program options and manages over $256 billion in assets.
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