Cetera Announces First Quarter Hiring Results

Finance


about $3 billion Organic recruiting and two new strategic relationships with financial institutions underscore positive momentum in the first quarter

Major partnerships continue from across the industry as advisors seek independence and adopt Cetera’s wealth hub capabilities.

Los Angeles, April 20, 2023 /PRNewswire/ — Cetera Financial Group (Cetera), a large wealth hub providing modern solutions, support and services to financial professionals and institutions, today announced $3 billion Additionally, Cetera Investment Services has finalized strategic relationships with two financial institution investment programs: Mechanics Investment Services and UNCLE Wealth Management. The strong quarter reflects the advisor’s continued interest in Cetera’s Wealth He Hub. Cetera’s Wealth Hub empowers advisors to affiliate in the way they see fit and supports them through the professional lifecycle.

Cetera Financial Group logo (PRNewsfoto/Cetera Financial Group)

Cetera Financial Group logo (PRNewsfoto/Cetera Financial Group)

“As today’s financial advisory landscape continues to evolve, advisors are drawn to relationships with partners who can support them through every stage of their careers and address their changing needs. Tom Taylor, Cetera Chief Sales and Growth Officer. “Cetera is well-positioned to help advisors navigate today’s changes as a trusted Wealth Hub partner. We expect the positive momentum to continue as we appreciate the value of personalized experiences that don’t feel like.”

Major partners in the first quarter are:

  • Advisors from Rohlik Financial Group joined Cetera Advisor Networks through AdvisorNet Financial, one of the largest regions within Cetera Advisor Networks. Led by Rohlik Financial Group Brent Lawrick and Suzanne HoltCFP®APMA®the approximate director billion dollars Client’s assets under custody, currently January 30, 2023.

  • 3 teams approximately $610 million Assets under management January 30, 2023joined Cetera Advisors through Totus Wealth Management (Totus).

  • Wooster Square Advisors advisors joined Cetera Advisor Networks through Cetera Wealth Partners.Led by Managing Partners and Wealth Managers Brett Amendola, Worcester Square manage approximately $250 million Assets under management January 30, 2023formerly affiliated with Park Avenue Securities.

  • Adam Lecashy Joined Cetera Investors, Cetera’s branch community. Previously he was with Citizens Securities, Inc. Rekasie has 17 years of experience as a financial advisor to his $106 million Assets under management January 30, 2023.

  • Advisor to True Wealth Advisor Group, affiliated to Cetera Advisor Networks through Cetera Wealth Partners. The True Wealth Advisor Group team has approximately $206 million Assets under management January 30, 2023

The first quarter momentum follows a record 2022 acquisition by Cetera. $13 billion Cetera Investment Services hired 11 financial institutions. For more information, please visit www.cetera.com.

About Cetera Financial Group®

A large wealth hub, Cetera Financial Group (Cetera) provides modern solutions, support and services to financial professionals and financial institutions. Cetera breaks away from the commoditized, homogenous IBD model and instead addresses the unique needs of advisors and institutions, whether they are seeking growth, expansion, or transition through mergers, divestitures, investments, or succession planning. respond creatively to Cetera serves independent financial advisors, tax professionals, licensed administrators, large corporations, and institutions such as banks and credit unions with an established, repeatable blueprint for scalable growth. It offers.

Cetera’s approach allows advisors to affiliate in the way they see fit. The Cetera Wealth Hub helps ensure that each advisor’s affiliation model identifies and activates growth levers to help increase the value of operations, people, and legacies during the professional life cycle of a practice. increase. Cetera provides holistic, unbiased financial planning and advice to investors on Main Her Street to help them achieve their own version of financial well-being at every life stage. For financial professionals, Cetera offers growth and succession resources, an enhanced tech stack of advisors, and importantly, an experience that financial professionals don’t feel like numbers, but Cetera’s An integral part of a rich and prosperous ecosystem.

Home to over 8,000 financial professionals and their teams, Cetera is home to approximately $322 billion Assets under management and $115 billion Assets under management December 31, 2022In a recent Advisor Satisfaction Study of over 14,000 reviews, Cetera’s Voice of the Customer (VoC) program vigorously measures advisor experience and satisfaction 24/7. It is currently rated at 4.7 out of 5 stars.

Visit www.cetera.com, LinkedIn, YouTube, twitter and facebook.

“Cetera Financial Group” refers to a network of independent retailers, including Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All companies are his FINRA/SIPC members. Address: 655 W. Broadway, 11th floor, San DiegoCA 92101.

An individual affiliated with a Cetera company may be a registered agent who provides brokerage services only and receives transaction-based commissions, an investment advisory agent who provides investment advisory services only and receives property-based fees, or It is both a registered agent and an investment advisory agent. We can provide both types of services.

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