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EM

Elvis Medica

CETERA INVESTMENT ADVISERS LLC
Estero, FL
Some features on this profile are disabled
CRD#: 2541997
EM

Professional summary

Elvis Medica, who also goes by Elvis Robert Medica, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Estero, Florida and CETERA WEALTH SERVICES, LLC located in Elk Grove Village, Illinois.

Elvis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Elvis has worked at 23 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 24 and Series 53 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Elvis Robert Medica

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) PORTE BROWN WEALTH MANAGEMENT, LLC POSITION: Advisor NATURE: This is the entity which I provide Porte Brown Wealth Management services and investment guidance and products to my clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2025 ADDRESS: 845 Oakton Street, Elk Grove Village IL 60007, United States DESCRIPTION: My responsibilities include the following: I provide my clients with comprehensive financial planning and investment strategy development. I build and maintain long-term client relationships I work with clients and prospects on business development and network expansion 2) G&M LEGACY VENTURES, LLC POSITION: Founder/CEO NATURE: My company G&M Legacy Ventures, LLC is an online E-commerce business selling products on Amazon. Wholesale Universe is a 3rd party management company that I pay monthly to manage my Amazon store. They provide the following service for me: Ecommerce pack and ship, Amazon brand approvals, Ecommerce coaching , Third-party logistics fulfillment, and account management. We primary sell shoes and clothing and apparel. Their website is here https://wholesaleuniverseinc.com/#services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2023 ADDRESS: 20371 Three Oaks Parkway, Estero FL 33929, United States DESCRIPTION: I meet monthly with my account representative from Wholesale Universe to discuss inventory levels, sell through, turn over, shipping issues, returns, brand approvals, review revenues, and discuss strategy for growth. These calls take place during non-trading hours and generally are no longer than one hour.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elvis Medica'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

August 27, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #2: 845 Oakton Street, Elk Grove Village, IL 60007
RIA
CRD#: 105644
Estero, FL
Current

September 5, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 845 Oakton Street, Elk Grove Village, IL 60007
BD
CRD#: 13572
ELK GROVE VILLAGE, IL
Past

April 24, 2025 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Elk Grove Village, IL
Past

April 18, 2025 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
ELK GROVE VILLAGE, IL
Past

January 14, 2022 - January 31, 2025

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Estero, FL
Past

January 14, 2022 - January 31, 2025

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

April 21, 2020 - December 17, 2021

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

RIA
CRD#: 151298
Trabuco Canyon, CA
Past

April 9, 2020 - December 16, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
OLYMPIA, WA
Past

February 28, 2018 - July 17, 2019

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
EL SEGUNDO, CA
Past

February 28, 2018 - July 17, 2019

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
EL SEGUNDO, CA
Past

February 28, 2018 - July 17, 2019

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
EL SEGUNDO, CA
Past

February 28, 2018 - July 17, 2019

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
EL SEGUNDO, CA
Past

February 28, 2018 - July 17, 2019

CETERA ADVISORS LLC

BD
CRD#: 10299
EL SEGUNDO, CA
Past

February 28, 2018 - July 17, 2019

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

February 28, 2018 - July 22, 2019

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
EL SEGUNDO, CA
Past

March 25, 2015 - January 29, 2018

ASSETMARK, INC.

RIA
CRD#: 109018
CASTLE ROCK, CO
Past

March 25, 2015 - January 29, 2018

ASSETMARK BROKERAGE, LLC

BD
CRD#: 169804
CONCORD, CA
Past

August 5, 2013 - March 26, 2015

LINCOLN INVESTMENT

RIA
CRD#: 519
FORT WASHINGTON, PA
Past

August 2, 2013 - March 26, 2015

LINCOLN INVESTMENT

BD
CRD#: 519
FORT WASHINGTON, PA
Past

October 6, 2009 - June 7, 2013

ASSETMARK, INC.

RIA
CRD#: 109018
PLEASANT HILL, CA
Past

October 6, 2009 - June 7, 2013

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

December 19, 2005 - September 9, 2009

ICON ADVISERS, INC.

RIA
CRD#: 108268
GREENWOOD VILLAGE, CO
Past

February 11, 2002 - September 9, 2009

ICON DISTRIBUTORS, INC.

BD
CRD#: 28568
GREENWOOD VILLAGE, CO
Past

April 6, 1999 - January 31, 2002

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

July 31, 1998 - April 9, 1999

VALMARK SECURITIES, INC.

BD
CRD#: 31243
AKRON, OH
Past

February 6, 1997 - July 31, 1998

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
HUDSON, OH
Past

May 23, 1996 - January 30, 1997

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

November 28, 1994 - March 15, 1996

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

November 28, 1994 - March 15, 1996

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

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

IAR
Florida
(8/27/2025)
RR
Florida
(9/5/2025)
RR
Illinois
(9/5/2025)
IAR
Illinois
(9/5/2025)
RR
Ohio
(9/17/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/2/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/5/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/22/1996
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/25/1994
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/21/2018
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 3/5/1998
Municipal Securities Principal 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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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
11/18/2022
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#: 105644Estero, FL

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