What departments does Cetera Financial Specialists have?

Cetera Financial Specialists has employees across 3 departments including Finance, Accounting, Consultant.

What is the largest department at Cetera Financial Specialists?

The largest department at Cetera Financial Specialists is Finance with 24 employees.

Where are Cetera Financial Specialists employees located globally?

Cetera Financial Specialists has employees across 2 continents and 2 countries including South Africa, United States Of America.

How has Cetera Financial Specialists's team size changed over time?

Cetera Financial Specialists's team has decreased from approximately 181 to 162 employees based on available data.

Cetera Financial Specialists Employee Directory

Financial ServicesIllinois, United States201-500 Employees

Cetera Financial Specialists operates as an independent broker-dealer within the financial services industry, focusing on helping independent tax and accounting professionals build advisory practices. The firm provides technology, insights, support, and expertise to enable independent financial advisors to deliver strong client service while growing their businesses. Based in Schaumburg, Illinois, Cetera Financial Specialists LLC is registered with FINRA and SIPC. The company serves professionals seeking to expand their advisory footprint in a competitive marketplace.

Its target customers are independent financial advisors who collaborate with tax and accounting professionals, and the company's offerings are designed to address the challenges of competing in a crowded field. By providing a combination of technology, guidance, and professional support, the firm helps advisors manage client relationships and pursue their strategic growth goals.

Cetera Financial Specialists Global Highlights

North America
290

United States Of America
290

Africa
1

South Africa
1

Cetera Financial Specialists's Leadership

C. B.
Chief Executive Officer
Mobile Phone
Email
G. B.
Chief Visionary Officer
Mobile Phone
Email
R. B.
President
Mobile Phone
Email
S. S.
President
Mobile Phone
Email
C. P.
Owner
Mobile Phone
Email
A. H.
Cpa Partner
Mobile Phone
Email
A. L.
Owner
Mobile Phone
Email
B. G.
Owner
Mobile Phone
Email

Cetera Financial Specialists Employee Metrics

100%

50%

0%

2026

2025

Banking
Business Development
Business
Community & Social Services
Finance
Other

Contact profiles from Cetera Financial Specialists

Name

Title

Contact Info

Location

Last Update

C. P.
Owner
Mobile Phone
Email
United StatesWisconsin
May 31, 2026
A. H.
Cpa Partner
Mobile Phone
Email
Oct 21, 2024
A. L.
Owner
Mobile Phone
Email
Oct 21, 2024
B. G.
Owner
Mobile Phone
Email
Oct 23, 2024
C. D.
Owner
Mobile Phone
Email
Oct 16, 2024
C. B.
Chief Executive Officer
Mobile Phone
Email
Oct 16, 2024
G. B.
Chief Visionary Officer
Mobile Phone
Email
May 04, 2026
J. H.
Owner
Mobile Phone
Email
United StatesNew Jersey
Apr 26, 2025
R. B.
President
Mobile Phone
Email
Apr 07, 2026
R. S.
Managing Partner
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Cetera Financial Specialists known for?

Cetera Financial Specialists was founded in 1981 operates in the Financial Services industry. The company's main headquarters is located in 200 North Martingale Road 7th Floor Schaumburg, Illinois 60173 United States; you can contact the main corporate office by phone at

+1-412-642-****

. Explore Cetera Financial Specialists's company overview page for more information.

What is Cetera Financial Specialists's most common email format?

Cetera Financial Specialists employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cetera Financial Specialists email formats with LeadIQ.

How many employees does Cetera Financial Specialists have currently?

Cetera Financial Specialists has approximately 201 employees as of April 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Cetera Financial Specialists's key employees and leadership?

As of April 2026, Cetera Financial Specialists's key employees include:

Chief Executive Officer: C. B.
Chief Visionary Officer: G. B.
President: R. B.
President: S. S.
Owner: C. P.

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Cetera Financial Specialists Employee Directory

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