Tampa, FL N Tampa St 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
100 N Tampa St
Tampa FL 33602
Advisors at this office
6
Advisors at this office
David D
Series 66
Tampa, FL
Cetera
David Deweese is a financial advisor with Cetera in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Cetera since 2019 and previously held roles at PNC Investments and SunTrust Advisory Services. Outside of his advisory role, he serves as a volunteer board member for the Salvation Army and Gulf Coast Dental, providing dental services to those in need, and also acts as a volunteer board treasurer for Cambridge Christian School. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers along with multiple program structures.
Raymond H
Series 63, Series 65
Tampa, FL
Cetera
Raymond Hand is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 23 years of industry experience. His prior roles include positions at Regions Bank, Truist Advisory Services, SunTrust Investment Services, and BB&T. Outside of his advisory career, he serves as an elder board member at Freedom Family Church, where he oversees financial matters. Cetera Investment Advisers LLC provides a wide range of investment advisory services through a large national network, serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with program options including model portfolios, direct indexing, and unified managed accounts.
Donald M
CFP®, Series 66
Tampa, FL
Cetera
Donald Mandeville is a CFP®-designated financial advisor at Cetera with 18 years of industry experience. His prior work includes roles at Truist Advisory Services, BB&T Securities, and Edward Jones. He serves as the vice chair of the board of directors at Lighthouse of Pinellas Inc., participating on multiple committees. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad range of clients, including individuals, retirement plans, and institutions, through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
William S
Series 63, Series 66
Tampa, FL
Cetera
William Smith is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Cetera and Regions Bank since 2017 and previously at SunTrust Advisory Services. In addition to his advisory role, he serves as a wealth advisor at Regions Bank, focusing on non-securities activities such as customer service for deposit accounts, loans, and credit card applications. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with model portfolios, third-party managers, and customized strategies, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.
Stephanie S
Series 66
Tampa, FL
Cetera
Stephanie Stanfield is a financial advisor at Cetera with 22 years of industry experience. She holds the Series 66 designation and has worked at Cetera Investment Services LLC since 2016 and Regions Bank since 2015. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with a wide range of program options.
Oliviana C
Series 63, Series 66
Tampa, FL
Cetera
Oliviana Catrone is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, JPMorgan Chase Bank, and Amerant Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing multiple program structures and third-party managers.
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