EI
Edward C. Ifft
CETERA INVESTMENT ADVISERS LLC
PITTSBURGH, PA 15222
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CRD#: 254629
EI
Professional summary
Edward Charles Ifft JR is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Pittsburgh, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Pittsburgh, Pennsylvania.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1970. Edward has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE and Series 1 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.
NAME OF ENTITY:HOPE NETWORK; No; 320 GUYS RUN RD; PITTSBURGH; PA; 15238; NON-PROFIT ORGANIZATION; BOARD OF DIRECTORS; 7/1/2004; 1; 1; ASSIST WITH PROGRAMS FOR THE PHYSICALLY DISABLED.|NAME OF ENTITY:Kate M Kelley Foundation; No; 108 NORTH PITHRIDGE STREET; PITTSBURGH; PA; 15213; charitable foundation; trustee; 1/1/1963; 1; 1; grants given annual to catholic institutions and charities|NAME OF ENTITY:IFFT & PALMER ASSOCIATES, LLC; Yes; 625 STANWIX STREET STE 2104; PITTSBURGH; PA; 15222; FINANCIAL SERVICES/DBA; OWNER/PRESIDENT; 7/1/2013; 160; 160; SALE AND SERVICE OF INSURANCE,SECURITIES AND INVESTMENT PRODUCTS.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 625 STANWIX STREET STE 2104; PITTSBURGH; PA; 15222; fixed insurance sales; INDEPENDENT INSURANCE AGENT; 6/8/2009; 160; 160; sales of fixed insurance products|
CRS (Client Relationship Summary) - RIA
Click below to view Edward Charles Ifft JR'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: 603 Stanwix St Ste 1200, Pittsburgh, PA 15222RIA
CRD#: 105644
PITTSBURGH, PA
Current
June 9, 2021 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 603 Stanwix St Ste 1200, Pittsburgh, PA 15222BD
CRD#: 13572
Pittsburgh, PA
Past
June 9, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
December 4, 2007 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
PITTSBURGH, PA
Past
July 16, 2004 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
PITTSBURGH, PA
Past
April 19, 1986 - July 22, 2004
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
CINCINNATI, OH
Past
July 9, 1982 - April 7, 1986
INVESTMENTS, INCORPORATED
BD
CRD#: 7403
Past
April 14, 1970 - June 29, 1982
LINSCO FINANCIAL GROUP, INC.
BD
CRD#: 524
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(6/9/2021)
RR
Florida(6/10/2021)
RR
Georgia(6/9/2021)
RR
Illinois(6/9/2021)
RR
Indiana(6/9/2021)
RR
Iowa(6/9/2021)
RR
Kansas(6/14/2023)
RR
Maryland(9/10/2025)
RR
Massachusetts(6/9/2021)
RR
New Jersey(6/9/2021)
RR
Ohio(6/9/2021)
RR
Oregon(6/9/2021)
RR
Pennsylvania(6/9/2021)
IAR
Pennsylvania(6/29/2023)
RR
South Carolina(6/9/2021)
RR
Tennessee(8/23/2024)
RR
Texas(2/22/2022)
IAR
Texas(6/29/2023)
RR
Virginia(6/9/2021)
RR
West Virginia(6/9/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 12/12/1967
Registered Representative ExaminationSRO 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.
