GC
Glen B. Cheron
CETERA INVESTMENT ADVISERS LLC
SACRAMENTO, CA 95825
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CRD#: 2296473
GC
Professional summary
Glen Barry Cheron is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Sacramento, California and CETERA WEALTH SERVICES, LLC located in Sacramento, California.
Glen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Glen has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 52 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, HEALTH, DISABILITY, ANNUITIES AND LTC; 2) NAME OF OTHER BUSINESS: GLEN CHERON, FINANCIAL MEDIATOR, INVESTMENT RELATED: NO, ADDRESS: 1300 ETHAN WAY SUITE 150, SACRAMENTO, CA, NATURE OF BUSINESS: FINANCIAL MEDIATION, POSITION/TITLE/RELATIONSHIP: FINANCIAL MEDIATOR 3) NAME OF OTHER BUSINESS: FINANCIAL NETWORK WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: AFFILIATED PERSON START: 01/02/2013 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 4) NAME OF OTHER BUSINESS: ASSOCIATION OF DIVORCE FINANCIAL PLANNERS INVESTMENT RELATED: NO ADDRESS: 4120 CAMERON PARK DR. CAMERON PARK CA, 95682 NATURE OF BUSINESS: PROFESSIONAL ASSOCIATION START: 3/1 APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF TRADING HOURS PER WEEK: 0 POSITION/TITLE/RELATIONSHIP: MEMBER BRIEF DESCRIPTION OF DUTIES: RECEIVE CE CREDITS FOR CDFA DESIGNATION; 5) NAME OF OTHER BUSINESS: COLLABORATIVE DIVORCE SACRAMENTO AREA; INVESTMENT RELATED: NO; ADDRESS: 4740 FOLSOM BLVD, SACRAMENTO, CA 95819; NATURE OF BUSINESS: REFERRAL SOURCE / COLLABORATIVE DIVORCE; START: 03/2019; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: AVAILABLE AS A REFERRAL SOURCE AFTER THE COLLABORATIVE PROCESS TO WORK WITH PROSPECTS THAT NEED GUIDANCE OF A FINANCIAL ADVISOR; 6) NAME OF OTHER BUSINESS: WOODSIDE HOMEOWNERS ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 2274 WOODSIDE LN, SACRAMENTO, CA 95825; NATURE OF BUSINESS: HOMEOWNERS ASSOCIATION; START: 9/2022; POSITION/TITLE/RELATIONSHIP: BUDGET COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: HELP WITH BUDGET AND PLANNING OF EXPENDITURES OF HOMEOWNER'S ASSOCIATION; 7) NAME OF OTHER BUSINESS: POINT WEST ROTARY ; INVESTMENT RELATED: NO; ADDRESS: P O BOX 15006 SACRAMENTO, CA 95851; NATURE OF BUSINESS: NON PROFIT; START: 06/2023; POSITION/TITLE/RELATIONSHIP: BOARD OF DIRECTORS; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: COMMUNITY SERVICE; 8) NAME OF OTHER BUSINESS: WOODSIDE HOA LONG RANGE PLANNING COMMITTEE; INVESTMENT RELATED: NO ; ADDRESS: 2274 WOODSIDE LANE SACRAMENTO, CA 95825; NATURE OF BUSINESS: HOMEOWNERS ASSOCIATION ; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: LONG RANGE PLANNING COMMITTEE MEMBER ; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP DEVELOP LONG RANGE PLANNING FOR HOA; 8) NAME OF OTHER BUSINESS: FINANCIAL NETWORK WEALTH ADVISORS LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START: 6/2018, POSITION/TITLE/RELATIONSHIP: OWNER/PARTNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Glen Barry Cheron'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
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1300 Ethan Wy Ste 150, Sacramento, CA 95825RIA
CRD#: 105644
SACRAMENTO, CA
Current
January 9, 2008 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1300 Ethan Wy Ste 150, Sacramento, CA 95825BD
CRD#: 13572
SACRAMENTO, CA
Past
January 28, 2008 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
August 30, 2007 - December 10, 2007
LPL FINANCIAL LLC
BD
CRD#: 6413
SACRAMENTO, CA
Past
September 9, 2002 - November 6, 2007
SECU BROKERAGE SERVICES
BD
CRD#: 19899
SACRAMENTO, CA
Past
January 31, 2001 - September 23, 2002
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
Past
September 19, 2000 - November 10, 2000
QA3 FINANCIAL CORP.
BD
CRD#: 14754
OMAHA, NE
Past
February 26, 1999 - September 14, 2000
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
Past
November 3, 1997 - July 21, 1999
AMERICAN EXPRESS SERVICE CORPORATION
BD
CRD#: 10518
MINNEAPOLIS, MN
Past
August 21, 1996 - May 22, 1997
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
March 13, 1996 - August 21, 1996
M.L. STERN & CO., LLC.
BD
CRD#: 8327
BEVERLY HILLS, CA
Past
November 11, 1994 - March 15, 1996
J. B. HANAUER & CO.
BD
CRD#: 6958
PARSIPPANY, NJ
Past
November 8, 1993 - November 15, 1994
HENNION & WALSH, INC.
BD
CRD#: 25766
PARSIPPANY, NJ
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
Arizona(1/27/2023)
RR
Arkansas(11/25/2019)
RR
California(1/9/2008)
IAR
California(6/29/2023)
RR
Florida(6/18/2019)
RR
Hawaii(8/31/2016)
RR
Illinois(6/27/2024)
RR
Michigan(11/22/2024)
RR
Nevada(10/30/2018)
RR
North Carolina(6/6/2025)
RR
Oregon(4/22/2014)
RR
Texas(8/20/2014)
IAR
Texas(6/29/2023)
RR
Virginia(7/21/2022)
RR
Washington(3/7/2016)
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
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#: 105644Sacramento, CA 95825TRUST BUT VERIFY
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