AG
Antonio O. Gonzalez Davila
CETERA INVESTMENT ADVISERS LLC
SAN JUAN, PR 00918
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CRD#: 2491572
AG
Professional summary
Antonio Omar Gonzalez Davila, who also goes by Antonio Omar Gonzalez, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in San Juan, and CETERA WEALTH SERVICES, LLC located in San Juan, .
Antonio is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Antonio has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Antonio Omar Gonzalez
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. PRO CUTS INTL,
NOT INVESTMENT RELATED,
CALLE ACUARELA #1 URB MUNOZ RIVERA, GUAYNABO, PR 00969,
SALES OF BEAUTY PRODUCTS TO SALONS,
START 09/01/2007,
8HRS/WK (NON-TRADING HOURS),
SHAREHOLDER;
2. FIXED INSURANCE WITH VARIOUS COMPANIES,
INVESTMENT RELATED,
SAME AS REGISTERED ADDRESS,
FIXED INSURANCE,
START 09/03/2013,
16HRS/WK (TRADING HOURS),
INSURANCE AGENT - SELLS LIFE AND ANNUITIES;
3. AG FINANCIAL GROUP,
INVESTMENT RELATED,
SAME AS REGISTERED ADDRESS,
DBA NAME FOR LIFE INSURANCE AND ANNUITIES,
START 07/2013,
25HRS/WK (TRADING HOURS),
PRESIDENT, OVERALL ADMINISTRATIVE & SELLING ACTIVITIES
4. NAME OF OTHER BUSINESS: SANTOS GONZALES PROPERTY
INVESTMENT RELATED: NO
ADDRESS: SUNFLOWER MM9 BORINGUAN GARDENS, SJ PR, 00926
NATURE OF BUSINESS: PROPERTY MANAGEMENT
START DATE: 01/2018
POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE
APX NUMBER OF HOURS PER WEEK: 2
APX NUMBER OF HOURS DURING TRADING HOURS: VARIES
BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE DUTIES AND RENT COLLECTION
CRS (Client Relationship Summary) - RIA
Click below to view Antonio Omar Gonzalez Davila'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: 420 Avenida Ponce De Leon Ste 313, San Juan, PR 00918RIA
CRD#: 105644
SAN JUAN, PR
Current
September 3, 2013 - Present
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
SAN JUAN, PR
Past
September 16, 2020 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
June 10, 2013 - September 3, 2013
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
SAN JUAN, PR
Past
May 1, 2009 - September 15, 2011
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
GUAYNABO, PR
Past
September 18, 2002 - May 20, 2009
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO
BD
CRD#: 13042
GUAYNABO, PR
Past
September 18, 2002 - May 20, 2009
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
GUAYNABO, PR
Past
July 16, 1999 - September 27, 2002
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
February 27, 1995 - October 22, 1999
INSIGNEO INTERNATIONAL FINANCIAL SERVICES LLC
BD
CRD#: 17053
SAN JUAN, PR
Past
June 20, 1994 - February 21, 1995
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
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
Florida(1/6/2017)
RR
Puerto Rico(9/3/2013)
IAR
Puerto Rico(6/29/2023)
Exams
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
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644San Juan, PR 00918TRUST BUT VERIFY
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