Cetera Financial Specialists

Cetera Financial Specialists Employee Directory

Financial ServicesUnited States201-500 Employees

As the premier independent broker-dealer focused on building the practices of independent tax and accounting professionals, Cetera Financial Specialists has a unique perspective on what it takes to help independent financial advisors thrive in today's ultra-competitive marketplace. We deliver the technology, insight, support and expertise you need not only to provide the highest level of service to your clients, but also to help you build the business you want and achieve your vision of success.

Cetera® Financial Specialists LLC. Member FINRA / SIPC.

Find Cetera Financial Specialists employees' phone numbers or email addresses

Cetera Financial Specialists Global Highlights

Location
Employees

North America
290

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  • United States Of America
    290

Africa
1

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  • South Africa
    1

Cetera Financial Specialists's Leadership

  • Stylized image of a person
    C. B.
    Chief Executive Officer
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    G. B.
    Chief Visionary Officer
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  • Stylized image of a person
    J. R.
    Head Of Operations
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    C. P.
    Owner
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  • Stylized image of a person
    A. H.
    Cpa Partner
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    A. L.
    Owner
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    B. G.
    Owner
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  • Stylized image of a person
    C. G.
    Owner
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Contact profiles from Cetera Financial Specialists

Name
Title
Contact Info
Location
Last Update
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    R. B.
    President
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    Oct 24, 2024
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    R. S.
    Managing Partner
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    Oct 22, 2024
  • Stylized image of a person
    S. R.
    Partner
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    Aug 12, 2024
  • Stylized image of a person
    S. S.
    President
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    Oct 17, 2024
  • Stylized image of a person
    W. M.
    Partner
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    Oct 21, 2024
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    J. R.
    Head Of Operations
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    May 23, 2025
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    M. A.
    Vice President, Financial Advisor
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    May 28, 2025
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    F. B.
    Community Engagement Leader
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    United StatesFlorida
    Oct 17, 2025
  • Stylized image of a person
    S. M.
    Wealth Manager
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    United StatesNew York
    Oct 18, 2025
  • Stylized image of a person
    N. B.
    Manager Accounting & Tax
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    Oct 22, 2024

Frequently Asked Questions

What is Cetera Financial Specialists known for?

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Cetera Financial Specialists was founded in 1981 operates in the Financial Services industry. The company's main headquarters is located in 200 N. Martingale Road, 7th Floor, Schaumburg, IL 60173, US; you can contact the 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 . 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 October 2025. These team members are located across 2 continents, including North AmericaAfrica.

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

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As of October 2025, Cetera Financial Specialists's key employees include:

  • Chief Executive Officer: C. B.
  • Chief Visionary Officer: G. B.
  • Head Of Operations: J. R.
  • Owner: C. P.
  • Cpa Partner: A. H.

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