Claim Profile
SA

Summer Seltzer Arnold

CETERA ADVISORS LLC·GREENWOOD VILLAGE, Illinois
Unclaimed Profile
5299 DTC BLVD, GREENWOOD VILLAGE, IL 80111CRD# 2954103Firm CRD# 10299
01

About

Summer Seltzer Arnold is a registered financial advisor based in GREENWOOD VILLAGE, Illinois, affiliated with CETERA ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CETERA ADVISORS LLC
CETERA ADVISORS LLC
AUM
$22.0B
Regulatory assets under management
Employees
1138
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2954103
Firm CRD# 10299
14 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GREENWOOD VILLAGE?

Browse all registered financial advisors in GREENWOOD VILLAGE, Illinois or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Summer Seltzer Arnold offer?
Summer Seltzer Arnold specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENWOOD VILLAGE, Illinois for a consultation.
What are Summer Seltzer Arnold's credentials?
Summer Seltzer Arnold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Summer Seltzer Arnold located?
Summer Seltzer Arnold is based in GREENWOOD VILLAGE, Illinois, working with CETERA ADVISORS LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.
How does Summer Seltzer Arnold charge for services?
Summer Seltzer Arnold's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CETERA ADVISORS LLC?
CETERA ADVISORS LLC has approximately 1138 employees and manages $22.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty