Close-knit team of advisors chose Cetera after a highly competitive review seeking a firm with broad resources and a shared commitment to providing boutique, white-glove client service
Flynn transferred from Ameriprise to Cetera looking for strong growth support
SAN DIEGO – Aug. 19, 2025 – Cetera welcomes veteran financial advisor Michael Zawatsky, CRPC®, CRPS®, and his 7-person team at Oasis Asset Management Group, Inc. They moved from B. Riley Wealth Advisors, Inc., to one of Cetera’s unique communities – Summit Financial Networks* – within the Cetera Advisor channel. Zawatsky and his team have approximately $600 million in assets under administration**.
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Strategic hire acceleratesRIA expansion across Cetera's Wealth Hub architecture, delivering dedicated infrastructure, tech stack and compliance support to independent advisors
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New executive appointment of veteran Silicon Valley leader underscores Cetera's commitment to data-driven innovation as core to Wealth Hub strategy
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A Southern California fixture for nearly a century, LAFCU affiliates with Cetera to enhance financial planning and wealth management services to its 75,000 members
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Cetera's fifth and newest dedicated channel will support IndependentRIAs, its owned W-2 RIA businesses and the supported independence branches model
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20-year veteran of Fidelity Personal Trust Company joins Cetera Trust as the firm is poised to expand trust services offered to affiliates across all of its channels and communities
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SAN DIEGO, June 6, 2025 /PRNewswire/ --Cetera and its affiliated companies ("Cetera") have been recognized as a finalist for three
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SAN DIEGO, July 17, 2025 /PRNewswire/ -- Cetera today announced the launch ofIntelligenceEngine, a proprietary suite of AI-powered tools and services built to help financial professionals accelerate growt
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Joint venture gives Cetera advisors exclusive access to AI-powered software designed to help solve the retirement income challenge for clients