Edward Biers
Professional summary
Edward Biers, who also goes by Ed Biers, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Blairsville, Georgia and CETERA WEALTH SERVICES, LLC located in Blairsville, Georgia.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Edward has worked at 8 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 9, Series 10, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Biers's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 28, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
April 17, 2019 - Present
CETERA WEALTH SERVICES, LLC
May 20, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
October 19, 2016 - May 20, 2021
SUMMIT FINANCIAL GROUP INC
October 17, 2016 - December 3, 2019
SUMMIT BROKERAGE SERVICES, INC.
June 7, 2012 - October 21, 2016
NFSG CORPORATION
May 21, 2012 - October 21, 2016
NEWBRIDGE SECURITIES CORPORATION
May 26, 2009 - May 14, 2012
SUMMIT FINANCIAL GROUP INC
February 12, 2009 - May 14, 2012
SUMMIT BROKERAGE SERVICES, INC.
June 5, 1991 - January 29, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
June 3, 1991 - July 3, 2006
IDS LIFE INSURANCE COMPANY
June 3, 1991 - January 29, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
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
(1/5/2023)
(1/5/2023)
(1/5/2023)
(1/5/2023)
(8/12/2019)
(1/5/2023)
(3/21/2024)
(1/5/2023)
(1/5/2023)
(1/5/2023)
(8/29/2019)
(1/5/2023)
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(1/5/2023)
(1/5/2023)
(2/29/2024)
(1/5/2023)
(1/5/2023)
(4/29/2024)
(1/5/2023)
(6/29/2023)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current 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 | ||
| 11/18/2022 |
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.
