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GC

Glen B. Cheron

CETERA INVESTMENT ADVISERS
SACRAMENTO, CA 95825
CRD#: 2296473
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GC
Glen Barry CheronCETERA INVESTMENT ADVISERS

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glen Barry Cheron'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

June 29, 2023 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 1300 Ethan Wy Ste 150, Sacramento, CA 95825
RIA
CRD#: 105644
SACRAMENTO, CA
Current

January 9, 2008 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 1300 Ethan Wy Ste 150, Sacramento, CA 95825
BD
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
Colorado
(5/29/2026)
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
IAR
Series 65
Date: 7/25/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/20/1993
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 7
Date: 12/11/1995
General Securities Representative Examination
General Industry/Product Exam
RR
Series 52
Date: 11/6/1993
Municipal Securities Representative 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#: 105644Sacramento, CA 95825

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