Manuel Chavez, financial advisor Port Orange FL

Manuel Chavez

CRD Number: 5807410
Current Firm: Cetera Investment Advisers LLC

Manuel Chavez (CRD# 5807410) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Port Orange, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Port Orange, FL Mar 2024 - Current < 1
Cetera Investment Advisers, LLC Schaumburg, IL Jan 2024 - Current < 1
Cetera Advisors LLC St Cloud, MN Nov 2021 - Current 2
Clarity Financial, Pl Dba: Clarity Financial Wealth Management Port Orange, FL Mar 2018 - Current 6
Cambridge Investment Research, Inc. Fairfield, IA Oct 2013 - Nov 2021 8
Cambridge Investment Research Advisors, Inc. Fairfield, IA Oct 2013 - Nov 2021 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Manuel R. Chavez
Phone Number: 888-528-2987
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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