BD
Bryan C. Davis
CETERA INVESTMENT ADVISERS LLC
MURRYSVILLE, PA 15668
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CRD#: 2468251
BD
Professional summary
Bryan Christopher Davis is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Murrysville, Pennsylvania and CETERA ADVISORS LLC located in Murrysville, Pennsylvania.
Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Bryan has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 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. THE ADVISORS, LLC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 12/2005, OWNER, APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE 03/1992, INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, HEALTH, DISABILITY, AND LONG-TERM CARE 3. BRIAN AND LINDA DAVIS, NOT INVESTMENT RELATED, SAME AS REGISTERED LOCATION, OFFICE BUILDING, STARTED 05/2005, POSITION/TITLE/RELATIONSHIP: OWNER, APX 1 HOUR PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES;
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Christopher Davis'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
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 3875 Franklintowne Ct Ste 130, Murrysville, PA 15668RIA
CRD#: 105644
MURRYSVILLE, PA
Current
April 9, 2021 - Present
CETERA ADVISORS LLC
Office #1: 3875 Franklintowne Ct Ste 130, Murrysville, PA 15668BD
CRD#: 10299
Murrysville, PA
Past
April 9, 2021 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
Murrysville, PA
Past
July 18, 2018 - April 22, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
MURRYSVILLE, PA
Past
October 17, 2001 - September 26, 2011
THE ADVISORS LLC
RIA
CRD#: 114883
MURRYSVILLE, PA
Past
August 14, 2001 - April 22, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
MURRYSVILLE, PA
Past
July 8, 2000 - August 30, 2001
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Past
March 15, 1999 - July 8, 2000
POLARIS FINANCIAL SERVICES, INC.
BD
CRD#: 14521
CONCORD, NH
Past
August 3, 1994 - December 31, 1994
AMERICAN EXPRESS SERVICE CORPORATION
BD
CRD#: 10518
MINNEAPOLIS, MN
Past
April 5, 1994 - March 18, 1999
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
April 5, 1994 - March 18, 1999
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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
Alabama(3/16/2022)
RR
California(4/9/2021)
RR
Colorado(4/26/2021)
RR
Delaware(6/5/2023)
RR
District of Columbia(4/28/2021)
RR
Florida(5/12/2021)
RR
Georgia(4/12/2021)
RR
Idaho(4/12/2021)
RR
Illinois(6/17/2021)
RR
Indiana(4/13/2021)
RR
Michigan(4/24/2025)
RR
Montana(9/23/2025)
RR
New Jersey(2/11/2022)
RR
New York(5/8/2021)
RR
North Carolina(4/22/2021)
RR
Ohio(4/9/2021)
RR
Pennsylvania(4/12/2021)
IAR
Pennsylvania(3/21/2024)
RR
South Carolina(4/28/2021)
RR
Tennessee(4/16/2021)
RR
Texas(4/9/2021)
IAR
Texas(3/21/2024)
RR
Virginia(4/28/2021)
RR
Washington(4/29/2021)
RR
West Virginia(4/26/2021)
RR
Wisconsin(8/13/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
