SP
Sylvia C. Presley
CETERA INVESTMENT ADVISERS LLC
Longwood, FL 32750
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CRD#: 2527756
SP
Professional summary
Sylvia Christine Presley, CFP®, who also goes by Chris Mcpheeters, Chris Presley, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Longwood, Florida and CETERA WEALTH SERVICES, LLC located in Longwood, Florida.
Sylvia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Sylvia has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Tax Planning
Insurance Planning
Investment Planning
Comprehensive Financial Planni...
Estate Planning
Small Business Planning
Employee and Employer Plan Ben...
Are you a "fiduciary"?
Yes
Aliases
Chris Mcpheeters | Chris Presley
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) Fiduciary Appointment-Trustee~387 Winsford Court~ Lake Mary~FL~32746~11/1/2012~6hrs~6hrs~I provide accounting, tax preparation and bill paying services for the trust as its trustee. 2) Financial Planning Association of Central Florida~250 S Ronald Reagan Blvd #100~Longwood~FL~32750~Club/Association Director/Officer~ Treasurer/Comptroller~2/1/2004~5hrs~0hrs~Volunteer work for local financial planning association as a chapter director. Host membership meetings and financial education seminars for membership to increase members financial knowledge. 3) S C Presley and Co., Inc~250 S Ronald Reagan Blvd, Ste. 100~Longwood~FL~32750~Other~President~1/1/1987~200hrs~0hrs~Co. Mgmt, Acctg & Tax Prep/Planning. 4) Sylvia Presley, Real Estate Broke~250 S Ronald Reagan Blvd, Ste 100~Longwood~FL~32750~Real Estate/Mortgage/Title Services/Appraisal~Owner/Sole Proprietor~10/1/2001~1hrs~0hrs~Broker. 5) ALMA WOLFORD CREDIT SHELTER TRUST POSITION: Trustee NATURE: Fiduciary Appointment INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 11/01/2012 ADDRESS: 1800 33rd Street, Parkersburg WV 26104 DESCRIPTION: I provide accounting, tax preparation and bill paying services for the trust as its trustee. 6) S C PRESLEY AND CO INC DBA PRESLEY TAX AND ACCOUNTING POSITION: President NATURE: Accounting and tax preparation services INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 01/01/1987 ADDRESS: 250 So. Ronald Reagan Blvd., Suite 100, Longwood FL 32750 DESCRIPTION: Executive management, accounting and tax preparation services for personal and business clients
CRS (Client Relationship Summary) - RIA
Click below to view Sylvia Christine Presley'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®
CFP®
Start date: 1994
Experience
Current
August 15, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 250 So. Ronald Reagan Blvd. Suite 100, Longwood, FL 32750RIA
CRD#: 105644
Longwood, FL
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 250 So. Ronald Reagan Blvd. Suite 100, Longwood, FL 32750BD
CRD#: 13572
LONGWOOD, FL
Past
August 8, 1995 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
LONGWOOD, FL
Past
October 27, 1994 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
LONGWOOD, FL
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
California(9/5/2025)
IAR
Florida(8/15/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Louisiana(9/5/2025)
RR
Nevada(9/5/2025)
RR
New Jersey(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Tennessee(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
Exams
State Security Law 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#: 105644Longwood, FL 32750TRUST BUT VERIFY
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Contact information
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