Winston Salem, NC Bethesda Place 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
2990 Bethesda Place, Suite #606 B
Winston Salem NC 27103
Advisors at this office
3
Advisors at this office
Jeffrey P
Series 63, Series 66
Winston-Salem, NC
Cetera
Jeffrey Priddy is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 31 years of industry experience. He worked at First Allied Securities, Inc. from 2000 to 2022 before joining Cetera Advisors LLC in 2022. Outside of his advisory role, he is co-owner of a condo rental business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management, financial planning, and consulting services.
Michael W
CFP®, ChFC®, Series 63, Series 65, Series 66
Winston-Salem, NC
Cetera
Michael Wittenberg is a CFP® and ChFC® with 42 years of experience in the financial advisory industry. He is currently with Cetera and has previously worked at First Allied Advisory Services and First Allied Securities. Outside of advisory work, he serves as a FINRA arbitrator and expert witness, teaches at Forsyth Technical Community College, and is the author of the book *Are You Ready? Protecting and Preparing Your Family for Estate Issues Before and After Death*. Cetera is an SEC-registered advisory firm with a nationwide network of over 10,000 advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary programs.
Brenda B
Series 63, Series 66
Winston-Salem, NC
Cetera
Brenda Blankenship is a financial advisor at Cetera with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at multiple firms within the Cetera network since 2000. Additionally, she is involved in an insurance business focusing on fixed, life, health, and property and casualty insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a large nationwide network of independent advisors.
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