AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
KM

Keith Motusesky

CETERA INVESTMENT ADVISERS LLC
DEPTFORD TWP, NJ 08096
Some features on this profile are disabled
CRD#: 2671759
KM

Professional summary


Keith Motusesky is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Deptford Twp, New Jersey and CETERA INVESTMENT SERVICES LLC located in Deptford Twnshp, New Jersey.

Keith is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Keith has worked at 17 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

top-8-questions

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.
*Motusesky Financial Services (dba Dworetsky Financial); Insurance sales; approx. 15 hours per month; approx. 5 hours per month during trading hours; similar clientele

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Keith Motusesky'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

September 2, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 1460 Clements Bridge Road, Deptford Twp, NJ 08096
RIA
CRD#: 105644
DEPTFORD TWP, NJ
Current

August 29, 2025 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 1460 Clements Bridge Road, Deptford Twnshp, NJ 08096
BD
CRD#: 15340
DEPTFORD TWNSHP, NJ
Past

January 22, 2025 - September 12, 2025

FIRST ADVISORS NATIONAL, LLC

RIA
CRD#: 166212
Robinsville, NJ
Past

February 21, 2024 - January 14, 2025

CORECAP ADVISORS

RIA
CRD#: 158819
Manalapan, NJ
Past

February 21, 2024 - December 26, 2024

CORECAP INVESTMENTS, LLC

BD
CRD#: 37068
Manalapan, NJ
Past

September 27, 2022 - February 28, 2024

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
Princeton, NJ
Past

September 8, 2022 - February 28, 2024

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
Princeton, NJ
Past

February 8, 2021 - January 31, 2022

AMERICAN PORTFOLIOS ADVISORS, INC

RIA
CRD#: 112697
HOLBROOK, NY
Past

February 5, 2021 - January 31, 2022

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
Newtown, PA
Past

April 11, 2012 - February 7, 2019

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
DELRAN, NJ
Past

April 11, 2012 - February 7, 2019

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
DELRAN, NJ
Past

February 9, 2011 - April 16, 2012

CG ADVISORY SERVICES

RIA
CRD#: 110929
ROBBINSVILLE, NJ
Past

February 12, 2009 - February 11, 2011

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
ROBBINSVILLE, NJ
Past

February 12, 2009 - April 24, 2012

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
ROBBINSVILLE, NJ
Past

May 25, 2006 - February 12, 2009

OSAIC WEALTH, INC.

RIA
CRD#: 23131
BRIGHTON, MI
Past

May 12, 2006 - February 12, 2009

OSAIC WEALTH, INC.

BD
CRD#: 23131
BRIGHTON, MI
Past

July 1, 2003 - May 12, 2006

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
RED BANK, NJ
Past

July 1, 2003 - May 12, 2006

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

May 23, 2002 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
RED BANK, NJ
Past

March 15, 2001 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

July 19, 1999 - March 7, 2001

AMERICAN INVESTMENT SERVICES, INC.

BD
CRD#: 21111
OKLAHOMA CITY, OK
Past

November 20, 1995 - October 15, 1998

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA

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
(10/6/2025)
RR
Florida
(10/6/2025)
RR
New Jersey
(8/29/2025)
IAR
New Jersey
(9/2/2025)
RR
Pennsylvania
(9/23/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/26/2022
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 8/15/2002
Futures Managed Funds Examination
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
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.

Company Information


CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Deptford Twp, NJ 08096

TRUST BUT VERIFY

Monitor Keith Motusesky

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Robert Charles Boland
Robert BolandAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Malvern, PA
Peter F Gaertner
Peter GaertnerAdvisorCheck Check Mark
ROFFMAN MILLER ASSOCIATES INC
IAR
Philadelphia, PA
David Richard Ducharme
David DucharmeAdvisorCheck Check Mark
DUCHARME WEALTH ADVISORS, LLC
IAR
Jenkintown, PA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics