San Diego, CA High Bluff Drive 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
12555 High Bluff Drive, Suite 305
San Diego CA 92130
Advisors at this office
4
Advisors at this office
Michael L
Series 63, Series 66
San Diego, CA
Cetera
Michael Lincoln is a financial advisor with Cetera in San Diego, CA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at several firms, including LPL Financial and Raymond James Financial Services, and has been president of Lincoln Capital, Inc. since 2010. Outside of financial advising, he owns a line of BBQ-themed apparel and sells fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party managers.
Dominic M
Series 63, Series 65
San Diego, CA
Cetera
Dominic Myers is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Capital Inc and Independent Financial Group. Myers is also an educational speaker for the Foundation for Personal Financial Education, providing financial education to the general public. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored 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 various program structures and custodial relationships.
Dushyanth R
Series 66
San Diego, CA
Cetera
Dushyanth Reddy is a financial advisor at Cetera with 16 years of industry experience and holds a Series 66 designation. He has worked at Lincoln Capital, Inc. since 2007 and was previously with Independent Financial Group before joining Cetera. He volunteers with the Foundation for Personal Financial Education, providing one-on-one financial counseling. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.
Robin B
Series 63, Series 66
San Diego, CA
Cetera
Robin Bechtel is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 26 years of industry experience. Prior to joining Cetera, Bechtel worked at Independent Financial Group and also has experience with Pampered Chef. Outside of advising, Bechtel volunteers with the Foundation for Personal Financial Education, providing financial counseling and education on a pro bono basis. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, financial planning services, and access to third-party money managers.
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