DC
Deborah A. Cooney
CETERA INVESTMENT ADVISERS LLC
Clearwater, FL 33763
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CRD#: 2068481
DC
Professional summary
Deborah Astrid Cooney, who also goes by Deborah Cooney, Debbie Voege, Deborah Astrid Voege, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Clearwater, Florida and CETERA WEALTH SERVICES, LLC located in Clearwater, Florida.
Deborah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Deborah has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Deborah Cooney | Debbie Voege | Deborah Astrid Voege
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.
1) DEBORAH AND SCOTT COONEY POSITION: Owner NATURE: Rental Property- Office INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 09/01/2013 ADDRESS: 2555 ENTERPRISE RD, Suite 4, CLEARWATER, FL FL 33763, United States DESCRIPTION: Rental office Property owned personally rented to Owner's Business 2) DEBORAH AND SCOTT COONEY DBA COONEY EXECUTIVE SUITES POSITION: Owner NATURE: Rental Property- Office INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 09/01/2013 ADDRESS: 2555 ENTERPRISE RD, Suite 4, CLEARWATER, FL FL 33763, United States DESCRIPTION: Rental office Property owned personally rented to Owner's Business 3) DBA COONEY FINANCIAL SERVICES - NOT REALLY USING THE NAME JUST A REDIRECTED URL POSITION: Ex-Owner of DBA NATURE: Was using as a Marketing Name for my Financial/Insurance Business. Not really using now because the DBA has expired but the URL is now on auto redirect to Cooneyfinancial.com INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/07/2015 ADDRESS: 2555 ENTERPRISE RD, Suite 4, Clearwater FL 33763, United States DESCRIPTION: Cooney Financial Services- Not using. Just URL Redirect. 4) MULBERRY SDC LLC POSITION: Owner NATURE: This entity was set up to owner rental property. It currently does not own any property. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2019 ADDRESS: 307 Lakeview Drive, Tarpon Springs FL 34689, United States DESCRIPTION: This LLC is Jointly owned by my husband and I. He will be doing the majority of the work in regards to this property 5) COONEY FINANCIAL INC POSITION: Owner/Sole Proprietor- Turned President NATURE: Accounting Services/Tax Preparation/ Financial(for Advertising Purposes) INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 02/28/1997 ADDRESS: 2555 Enterprise Rd, Ste 4, Clearwater FL 33763, United States DESCRIPTION: Owner/President, Oversee everything and final sign off.
CRS (Client Relationship Summary) - RIA
Click below to view Deborah Astrid Cooney's 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®
NoneExperience
Current
August 15, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 2555 Enterprise Rd Ste 4, Clearwater, FL 33763RIA
CRD#: 105644
Clearwater, FL
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2555 Enterprise Rd Ste 4, Clearwater, FL 33763BD
CRD#: 13572
Clearwater, FL
Past
July 26, 2016 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Clearwater, FL
Past
June 29, 2015 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Clearwater, FL
Past
March 6, 1997 - February 26, 2014
INVESTACORP, INC.
BD
CRD#: 7684
CLEARWATER, FL
Past
February 10, 1992 - September 8, 1995
SALOMON BROTHERS INC.
BD
CRD#: 740
NEW YORK, NY
Past
July 9, 1990 - April 2, 1991
INVESTACORP, INC.
BD
CRD#: 7684
MIAMI, FL
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
IAR
Florida(8/15/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Michigan(9/18/2025)
RR
Ohio(9/19/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
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 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Clearwater, FL 33763TRUST BUT VERIFY
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