Theodore Stricker, financial advisor Monsey NY

Theodore Stricker

CRD Number: 2970100
Current Firm: Cetera Investment Advisers LLC

Theodore Stricker (CRD# 2970100) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Monsey, NY and has over 26 years of experience in the finance industry. Theodore Stricker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Milvado Wealth Advisors LLC New York, NY Jan 2021 - Current 3
Bernath And Rosenberg P.c. New York, NY Jul 2015 - Current 8
Cetera Investment Advisers LLC Schaumburg, IL Jan 2014 - Current 10
Cetera Financial Specialists LLC Schaumburg, IL Jan 2004 - Current 20
Cetera Advisor Networks LLC El Segundo, CA Jan 2015 - Jul 2015 < 1
Cetera Advisors LLC Denver, CO Jan 2015 - Jul 2015 < 1
Cetera Investment Services LLC Saint Cloud, MN Jan 2015 - Jul 2015 < 1
First Allied Securities, Inc. San Diego, CA Jan 2015 - Jul 2015 < 1
Investors Capital Corp Lynnfield, MA Jan 2015 - Jul 2015 < 1
Legend Equities Corporation Palm Beach Gardens, FL Jan 2015 - Jul 2015 < 1
Summit Brokerage Services, Inc. Boca Raton, FL Jan 2015 - Jul 2015 < 1
J.p. Turner & Company, LLC Atlanta, GA Jan 2015 - Jul 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Aug 2004
Contact Info for Theodore G. Stricker
Phone Number: 310-257-7880
Registered State(s):
  • NJ
  • NY
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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