Rodney J. Viloria
Professional summary
Rodney J Viloria, who also goes by Rodney J. VIloria, Rodney Joseph Viloria, Rodney Viloria, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in El Segundo, California and CETERA INVESTMENT SERVICES LLC located in El Segundo, California.
Rodney is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Rodney has worked at 24 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rodney J Viloria's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 29, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 2301 Rosecrans Ave #5100, El Segundo, CA 90245August 31, 2025 - Present
CETERA INVESTMENT SERVICES LLC
Office #1: 2301 Rosecrans Ave Ste #5100, El Segundo, CA 90245August 31, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 3200 Olympus Blvd Suite 100, Dallas, TX 75019Office #2: 2301 Rosecrans Ave #5100, El Segundo, CA 90245August 31, 2025 - Present
CETERA FINANCIAL SPECIALISTS LLC
Office #1: 2301 Rosecrans Ave #5100, El Segundo, CA 90245August 31, 2025 - Present
CETERA ADVISORS LLC
Office #1: 2301 Rosecrans Ave Ste #5100, El Segundo, CA 90245August 31, 2025 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
August 19, 2019 - August 1, 2025
WESTERN INTERNATIONAL SECURITIES, INC.
August 17, 2019 - August 1, 2025
WESTERN INTERNATIONAL SECURITIES, INC.
October 9, 2015 - January 2, 2018
NATIONAL PLANNING CORPORATION
October 8, 2015 - January 2, 2018
NATIONAL PLANNING CORPORATION
March 21, 2012 - September 8, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 21, 2012 - September 8, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 16, 2010 - November 22, 2011
HARRISDIRECT LLC
March 10, 2010 - November 22, 2011
E*TRADE SECURITIES LLC
October 24, 2008 - March 3, 2010
TD AMERITRADE, INC.
October 10, 2008 - March 3, 2010
TD AMERITRADE, INC.
October 10, 2008 - March 3, 2010
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
May 3, 2004 - September 3, 2008
COUNTRYWIDE INVESTMENT SERVICES, INC.
August 15, 2003 - April 27, 2004
WAMU INVESTMENTS, INC.
August 15, 2003 - April 27, 2004
WAMU INVESTMENTS, INC.
February 5, 2003 - August 13, 2003
CITICORP INVESTMENT SERVICES
March 9, 2000 - February 5, 2003
CAL FED INVESTMENTS
October 13, 1999 - January 26, 2000
MOMENTUM INDEPENDENT NETWORK INC.
July 8, 1999 - July 23, 1999
IDS LIFE INSURANCE COMPANY
July 8, 1999 - July 23, 1999
AMERIPRISE FINANCIAL SERVICES, LLC
January 1, 1997 - December 23, 1998
MORGAN STANLEY DW INC.
April 5, 1995 - December 16, 1996
UBS FINANCIAL SERVICES INC.
September 8, 1994 - March 6, 1995
MEYERS SECURITIES CORPORATION
June 7, 1994 - June 23, 1994
REYNOLDS KENDRICK STRATTON, INC.
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
(9/8/2025)
(9/8/2025)
(9/12/2025)
(9/22/2025)
(8/29/2025)
(8/31/2025)
(9/9/2025)
(9/8/2025)
(9/9/2025)
(9/8/2025)
(9/9/2025)
(9/9/2025)
(9/10/2025)
(9/8/2025)
(9/11/2025)
(9/22/2025)
(9/8/2025)
(9/8/2025)
(9/8/2025)
(9/11/2025)
(9/8/2025)
(9/12/2025)
(11/6/2025)
(9/10/2025)
(9/9/2025)
(9/8/2025)
(10/21/2025)
(9/9/2025)
(9/8/2025)
(9/10/2025)
(9/15/2025)
(10/6/2025)
(9/10/2025)
(9/9/2025)
(9/9/2025)
(9/15/2025)
(9/10/2025)
(9/8/2025)
(9/10/2025)
(9/9/2025)
(9/19/2025)
(9/9/2025)
(9/11/2025)
(9/8/2025)
(9/9/2025)
(9/9/2025)
(9/10/2025)
(9/8/2025)
(9/8/2025)
(9/11/2025)
(9/9/2025)
(9/8/2025)
(9/11/2025)
(9/10/2025)
(9/8/2025)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative 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.
