Marie A. Canterbury

CETERA INVESTMENT ADVISERS LLC

WARRENTON, VA 20186

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CRD#: 2260119

Professional summary

Marie Anne Canterbury, who also goes by Marie Anne Letourneau, Marie Letourneau, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Warrenton, Virginia and CETERA FINANCIAL SPECIALISTS LLC located in Warrenton, Virginia.

Marie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Marie has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10, Series 9 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marie Anne Letourneau | Marie Letourneau

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) CANTERBURY WEALTH MANAGEMENT, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, OWNER, FINANCIAL PROFESSIONAL, 50H/WEEK, 30H/WEEK DURING TRADING HOURS, SINCE 09/2023 2) OPTA FINANCIAL, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, DBA FOR INVESTMENTS, INSURANCE AND INVESTMENT SALES, 10H/WEEK, SINCE 08/2023. 3) NAME OF OTHER BUSINESS: CEDAR MILL HOA; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: HOMEOWNERS ASSOCIATION; START DATE: 04/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP MANAGE, REVIEW ARCHITECTURAL APPLICATIONS, ENSURE GUIDELINES ARE FOLLOWED, REVIEW EXPENSES AND VENDORS;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marie Anne Canterbury'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

September 5, 2023 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 37 Main St Ste 101, Warrenton, VA 20186

RIA

CRD#: 105644

WARRENTON, VA

Current

September 5, 2023 - Present

CETERA FINANCIAL SPECIALISTS LLC

Office #1: 37 Main St Ste 101, Warrenton, VA 20186

CRD#: 10358

WARRENTON, VA

Past

February 16, 2021 - September 13, 2023

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

FAIRFAX, VA

Past

January 13, 2021 - September 13, 2023

MML INVESTORS SERVICES, LLC

CRD#: 10409

FAIRFAX, VA

Past

July 16, 2012 - January 11, 2021

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

FAIRFAX, VA

Past

July 13, 2012 - January 11, 2021

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

FAIRFAX, VA

Past

January 5, 2010 - April 23, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MCLEAN, VA

Past

January 4, 2010 - April 23, 2012

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MCLEAN, VA

Past

September 18, 2001 - October 12, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CENTREVILLE, VA

Past

June 5, 2000 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 5, 2000 - October 12, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

CENTREVILLE, VA

Past

May 3, 1999 - July 6, 2000

CITICORP INVESTMENT SERVICES

CRD#: 23988

LONG ISLAND CITY, NY

Past

September 3, 1996 - March 31, 1999

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

September 27, 1995 - March 14, 1996

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

September 21, 1992 - September 19, 1995

VP DISTRIBUTORS LLC

CRD#: 3036

HARTFORD, CT

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".

CETERA INVESTMENT ADVISERS LLC

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.

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

Colorado
(9/5/2023)

Delaware
(9/5/2023)

District of Columbia
(9/5/2023)

Florida
(9/5/2023)

Hawaii
(9/5/2023)

Maryland
(9/5/2023)

Massachusetts
(9/5/2023)

Mississippi
(11/29/2023)

Nevada
(9/5/2023)

North Carolina
(9/5/2023)

Pennsylvania
(9/5/2023)

South Carolina
(9/5/2023)

Virginia
(9/5/2023)

IAR

Virginia
(9/5/2023)

West Virginia
(7/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/30/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/10/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/11/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/18/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 8/16/2002

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/22/2002

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 12/14/1996

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

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 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	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	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.

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Firm Stability Insights

Marie A. Canterbury

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marie Anne Canterbury's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA FINANCIAL SPECIALISTS LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

T. ROWE PRICE INVESTMENT SERVICES, INC.

T. ROWE PRICE ADVISORY SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

CITICORP INVESTMENT SERVICES

MML INVESTORS SERVICES, LLC

PRUCO SECURITIES, LLC.

VP DISTRIBUTORS LLC

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/30/2001

Series 63

Date: 10/10/1995

SIE

Date: 10/1/2018

Series 7

Date: 10/11/1996

Series 6

Date: 9/18/1992

Series 10

Date: 8/16/2002

Series 9

Date: 7/22/2002

Series 24

Date: 12/14/1996

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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