Savannah, TN 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
805 Pickwick St
Savannah TN 38372
Advisors at this office
3
Advisors at this office
Logan A
Series 66
Savannah, TN
Cetera
Logan Alfano Webb is a financial advisor with Cetera holding a Series 66 credential and two years of industry experience. He has worked at Cetera and Cetera Wealth Services, LLC since 2023. Webb also serves as a financial advisor at Shoemaker Financial, providing investment, insurance, and financial planning services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.
Larry R
Series 63
Savannah, TN
Cetera
Larry Rich Jr. is a financial advisor with Cetera, holding a Series 63 designation and bringing 34 years of industry experience. His prior roles include positions at Securian Financial Services, Inc. and Minnesota Life, and he has maintained long-term involvement with Shoemaker Agency and Ascend Financial Services. Outside of advisory work, he serves as treasurer and board member for local churches and sits on the board of the Savannah Industrial Development Corporation. Cetera Investment Advisers LLC is a large nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with diverse program options and over $256 billion in assets under management.
Joshua R
Series 66
Savannah, TN
Cetera
Joshua Rich is a financial professional at Cetera with a Series 66 designation and one year of industry experience. His prior work includes positions with the Atlanta Braves, FedEx, and several Major League Baseball teams. He is also affiliated with Shoemaker Financial, providing insurance, securities, and advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with access to various investment strategies and custodial relationships.
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