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PV

Peter J. Vanderlofske

CETERA INVESTMENT ADVISERS
THE WOODLANDS, TX 77380
CRD#: 1508254
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PV
Peter Joseph VanderlofskeCETERA INVESTMENT ADVISERS

Professional summary

Peter Joseph Vanderlofske, who also goes by Peter Vanderlofske, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in The Woodlands, Texas and CETERA WEALTH SERVICES, LLC located in The Woodlands, Texas.

Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Peter has worked at 8 firms and has passed the Series 63, SIE, Series 52, Series 62, Series 22, Series 6 and Series 2 exams.

Aliases

Peter Vanderlofske

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Joseph Vanderlofske's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 20, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 26006 Budde Road, The Woodlands, TX 77380
RIA
CRD#: 105644
THE WOODLANDS, TX
Current

February 20, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 26006 Budde Road, The Woodlands, TX 77380
BD
CRD#: 13572
The Woodlands, TX
Past

July 23, 2014 - February 20, 2025

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
The Woodlands, TX
Past

July 17, 2014 - February 20, 2025

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
The Woodlands, TX
Past

April 17, 2006 - July 22, 2014

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
HOUSTON, TX
Past

February 6, 2006 - July 22, 2014

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
HOUSTON, TX
Past

January 7, 1998 - January 6, 2006

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
HOUSTON, TX
Past

January 7, 1998 - January 6, 2006

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

March 1, 1996 - January 2, 1998

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

August 3, 1992 - June 13, 1995

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

July 10, 1989 - March 1, 1996

G. R. PHELPS & CO., INC.

BD
CRD#: 173

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(2/20/2025)
RR
Florida
(2/20/2025)
RR
Mississippi
(2/20/2025)
RR
New York
(2/20/2025)
RR
Texas
(2/20/2025)
IAR
Texas
(2/20/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 9/20/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 52
Date: 3/10/1994
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 62
Date: 11/22/1989
Corporate Securities Limited Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 10/26/1989
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/6/1989
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 2
Date: 5/8/1986
Non-Member General Securities Examination
SRO Registrations
RR
FINRA

Current Firm

CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)
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Contact information

Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/13/2024
Cover Page
Report
09/26/2023
Cover Page
Report

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.

Company Information

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644The Woodlands, TX 77380

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