Cetera Financial Specialists logo

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.

Find Cetera Financial Specialists employees' phone numbers or email addresses

Cetera Financial Specialists Global Highlights

Location
Employees

North America
297

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  • United States Of America
    297

Africa
1

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  • South Africa
    1

Europe
1

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  • Sweden
    1

Cetera Financial Specialists's Leadership

  • Chief Executive Officer at Cetera Financial Specialists
    C. B.
    Chief Executive Officer
  • Chief Visionary Officer at Cetera Financial Specialists
    G. B.
    Chief Visionary Officer
  • Chief Information Officer at Cetera Financial Specialists
    M. M.
    Chief Information Officer
  • Chief Marketing Officer at Cetera Financial Specialists
    S. T.
    Chief Marketing Officer
  • President And Founder at Cetera Financial Specialists
    N. J.
    President And Founder
  • President at Cetera Financial Specialists
    R. B.
    President
  • President at Cetera Financial Specialists
    S. S.
    President
  • Cpa Partner at Cetera Financial Specialists
    A. H.
    Cpa Partner

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
Location
Last Update
  • Cpa Partner at Cetera Financial Specialists
    A. H.
    Cpa Partner
    Oct 21, 2024
  • Owner at Cetera Financial Specialists
    A. L.
    Owner
    Oct 21, 2024
  • Owner at Cetera Financial Specialists
    B. G.
    Owner
    Oct 23, 2024
  • Owner at Cetera Financial Specialists
    C. D.
    Owner
    Oct 16, 2024
  • Chief Executive Officer at Cetera Financial Specialists
    C. B.
    Chief Executive Officer
    Oct 16, 2024
  • Chief Visionary Officer at Cetera Financial Specialists
    G. B.
    Chief Visionary Officer
    Jun 25, 2026
  • Chief Information Officer at Cetera Financial Specialists
    M. M.
    Chief Information Officer
    Oct 17, 2024
  • President And Founder at Cetera Financial Specialists
    N. J.
    President And Founder
    Jun 08, 2026
  • President at Cetera Financial Specialists
    R. B.
    President
    Jun 08, 2026
  • Managing Partner at Cetera Financial Specialists
    R. S.
    Managing Partner
    Oct 22, 2024

Frequently Asked Questions

What is Cetera Financial Specialists known for?

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Cetera Financial Specialists was founded in 1981 and operates in the Financial Services industry. You can contact Cetera Financial Specialists's main corporate office by phone at . Explore Cetera Financial Specialists's company overview page for more information.

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

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Cetera Financial Specialists employees' email format typically follows the pattern of First.Last@ceterafs.com. 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?

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Cetera Financial Specialists has approximately 201 employees as of July 2026. These team members are located across 3 continents, including North America, Africa and Europe.

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

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

  • Chief Executive Officer: C. B.
  • Chief Visionary Officer: G. B.
  • Chief Information Officer: M. M.
  • Chief Marketing Officer: S. T.
  • President And Founder: N. J.

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