San Diego, CA Camino Del Rio S Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
1011 Camino Del Rio S Ste 530
San Diego CA 92108
Advisors at this office
3
Advisors at this office
Thomas B
Series 63, Series 65
San Diego, CA
Cetera
Thomas Boles is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Telesis Financial Services, LPL Financial, and Ameriprise Advisor Services. Outside of advisory work, he serves as board treasurer for Coastal Dragons Rugby Inc., a community sports organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and consulting services.
Michael Z
Series 63, Series 65
San Diego, CA
Cetera
Michael Zeiger is a financial advisor with Cetera in San Diego, CA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Cetera Advisors LLC since 2013, with prior experience at LPL Financial, Infinity Financial Services, B & C Wealth Management, and OSAIC Services, Inc. Outside of advising, he is involved in tax preparation, event security, and sells fixed insurance products including life, health, Medicare, annuities, and long-term care. Cetera Investment Advisers LLC serves a nationwide 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 money managers through various program structures and custodial relationships.
Iain R
CFP®, Series 63, Series 65
San Diego, CA
Cetera
Iain Reilly is a CFP® professional affiliated with Cetera, holding Series 63 and Series 65 licenses, with 34 years of industry experience. He has been with Cetera in various capacities since 2013. Outside of his advisory role, he is involved in tax preparation and research through Telesis Tax and Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides diverse portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers, supporting discretionary and non-discretionary account structures.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)