Sita R. Lalchandani
Professional summary
Sita R Lalchandani, CFP®, who also goes by Sita R Kheskani, Sita R Parmeshwari, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Citrus Heights, California and CETERA ADVISORS LLC located in Citrus Heights, California.
Sita is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Sita has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sita R Lalchandani's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2009
Experience
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 5650 Sunrise Blvd #250, Citrus Heights, CA 95610January 1, 2004 - Present
CETERA ADVISORS LLC
Office #1: 5650 Sunrise Blvd #250, Citrus Heights, CA 95610January 1, 2004 - March 21, 2024
CETERA ADVISORS LLC
September 21, 2001 - January 1, 2004
IFG ADVISORY SERVICES INC
April 30, 1996 - January 2, 2004
IFG NETWORK SECURITIES, INC.
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/22/2018)
(8/1/2012)
(2/20/2019)
(1/1/2004)
(3/21/2024)
(8/1/2012)
(6/22/2009)
(1/1/2004)
(11/22/2022)
(3/7/2014)
(1/1/2004)
(8/1/2012)
(1/4/2007)
(9/11/2023)
(8/1/2012)
(1/4/2007)
(10/16/2025)
(12/7/2020)
(6/4/2012)
(1/5/2016)
(3/5/2021)
(1/3/2020)
(1/2/2008)
(3/21/2024)
(1/1/2004)
Exams
FINRA
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
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#: 105644Citrus Heights, CA 95610TRUST BUT VERIFY
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