What departments does Cetera Financial Specialists have?

Cetera Financial Specialists has employees across 8 departments including Entrepreneurship, Information Technology, Marketing, Finance, Accounting.

What is the largest department at Cetera Financial Specialists?

The largest department at Cetera Financial Specialists is Banking with 12 employees.

Where are Cetera Financial Specialists employees located globally?

Cetera Financial Specialists has employees across 3 continents and 3 countries including South Africa, Sweden, 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
297

United States Of America
297

Africa
1

South Africa
1

Europe
1

Sweden
1

Cetera Financial Specialists's Leadership

C. B.
Chief Executive Officer
Mobile Phone
Email
G. B.
Chief Visionary Officer
Mobile Phone
Email
M. M.
Chief Information Officer
Mobile Phone
Email
S. T.
Chief Marketing Officer
Mobile Phone
Email
N. J.
President And Founder
Mobile Phone
Email
R. B.
President
Mobile Phone
Email
S. S.
President
Mobile Phone
Email
A. H.
Cpa Partner
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

S. R.
Partner
Mobile Phone
Email
Aug 12, 2024
S. S.
President
Mobile Phone
Email
Oct 17, 2024
S. T.
Chief Marketing Officer
Mobile Phone
Email
Oct 23, 2024
W. M.
Partner
Mobile Phone
Email
Jun 08, 2026
M. A.
Vice President, Financial Advisor
Mobile Phone
Email
May 28, 2025
N. B.
Manager Accounting & Tax
Mobile Phone
Email
Oct 22, 2024
H. F.
Staff Accountant
Mobile Phone
Email
Oct 22, 2024
H. H.
Staff Accountant
Mobile Phone
Email
Oct 23, 2024
J. M.
Staff Accountant
Mobile Phone
Email
Oct 23, 2024
E. A. F. M.
Investment Advisor Representative
Mobile Phone
Email
Bay
Mar 25, 2026

Frequently Asked Questions

What is Cetera Financial Specialists known for?

Cetera Financial Specialists was founded in 1981 operates in the Financial Services industry; 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 July 2026. These team members are located across 3 continents, including North AmericaAfricaEurope.

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

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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Cetera Financial Specialists Employee Directory

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