Brett Strauser, financial advisor Sullivan MO

Brett Strauser

CRD Number: 5850301
Current Firm: Cetera Investment Advisers LLC

Brett Strauser (CRD# 5850301) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sullivan, MO and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Sullivan, MO Feb 2023 - Current 1
Sullivan Bank Sullivan, MO Dec 2022 - Current 1
Cetera Investment Services LLC Saint Cloud, MN Dec 2022 - Current 1
Unknown Dallas, TX May 2022 - Nov 2022 < 1
Exoduspoint Capital Management Dallas, TX Jan 2021 - Apr 2022 1
Unemployed Dallas, TX Jan 2020 - Dec 2020 < 1
Citadel Global Equities Dallas, TX Dec 2017 - Dec 2019 2
Trenchant Capital Management Dallas, TX Oct 2016 - Dec 2017 1
Crt Capital Group LLC Dallas, TX Apr 2015 - Oct 2016 1
Sterne, Agee & Leach, Inc. Dallas, TX Sep 2010 - Apr 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2011
S66 NASAA Uniform Combined State Law Examination Feb 2023
Contact Info for Brett D. Strauser
Phone Number: 310-257-7880
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
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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