Brenda Bellevue Czaja
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Brenda Bellevue Czaja, who also goes by Brenda Theresa Bellevue, Brenda Bellevue, Brenda Czaja, Brenda Bellevue Czaja, was a registered financial professional .
Brenda is a previously registered financial professional and started their career in finance in 1982. Brenda had worked at 14 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 5, 2022 - November 11, 2022
CETERA INVESTMENT ADVISERS LLC
April 27, 2020 - August 5, 2022
FIRST ALLIED SECURITIES, INC.
April 27, 2020 - August 5, 2022
CETERA INVESTMENT SERVICES LLC
April 27, 2020 - August 5, 2022
CETERA ADVISORS LLC
April 27, 2020 - August 5, 2022
CETERA WEALTH SERVICES, LLC
September 9, 2019 - December 3, 2019
SUMMIT BROKERAGE SERVICES, INC.
September 9, 2019 - April 20, 2020
FIRST ALLIED SECURITIES, INC.
September 9, 2019 - April 20, 2020
CETERA INVESTMENT SERVICES LLC
September 9, 2019 - April 20, 2020
CETERA ADVISORS LLC
September 9, 2019 - April 20, 2020
CETERA WEALTH SERVICES, LLC
May 21, 2018 - August 5, 2022
CETERA INVESTMENT ADVISERS LLC
May 21, 2018 - November 11, 2022
CETERA FINANCIAL SPECIALISTS LLC
April 9, 2015 - December 23, 2015
J.P. TURNER & COMPANY, L.L.C.
April 9, 2015 - October 18, 2016
INVESTORS CAPITAL CORP.
April 9, 2015 - December 14, 2016
LEGEND EQUITIES CORPORATION
April 9, 2015 - March 7, 2018
SUMMIT BROKERAGE SERVICES, INC.
April 9, 2015 - March 7, 2018
FIRST ALLIED SECURITIES, INC.
April 9, 2015 - March 7, 2018
CETERA INVESTMENT SERVICES LLC
April 9, 2015 - March 7, 2018
CETERA ADVISORS LLC
April 9, 2015 - March 7, 2018
CETERA WEALTH SERVICES, LLC
August 29, 2000 - March 7, 2018
CETERA INVESTMENT ADVISERS LLC
February 9, 2000 - March 7, 2018
CETERA FINANCIAL SPECIALISTS LLC
February 23, 1999 - January 26, 2000
HIMCO DISTRIBUTION SERVICES COMPANY
April 2, 1993 - January 26, 1999
THE O.N. EQUITY SALES COMPANY
June 22, 1992 - February 2, 1993
F & G SECURITIES, INC.
March 23, 1982 - June 16, 1992
SENTRY EQUITY SERVICES, INC.
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationCurrent Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.