MB
Melvin Brenner
CETERA INVESTMENT ADVISERS LLC
SILVER SPRINGS, MD 20904
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CRD#: 2812527
MB
Professional summary
Melvin Brenner, AIF®, CFP®, who also goes by Mel Brenner, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Silver Springs, Maryland and CETERA WEALTH SERVICES, LLC located in Silver Spring, Maryland.
Melvin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Melvin has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Tax Planning
Estate Planning
Retirement Planning
Investment Planning
Insurance Planning
Are you a "fiduciary"?
Yes
Aliases
Mel Brenner
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) MELVIN BRENNER CPA POSITION: Tax Preparation/Accounting NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 11/01/1984 ADDRESS: 1904 Briggs Road, Silver Spring MD 20906-3310, United States DESCRIPTION: Implementation and administration of practice activities. 2) MELVIN BRENNER, CPA, CFP POSITION: Owner/Sole Proprietor NATURE: Professional Services - Business/Individual INVESTMENT RELATED: No NUMBER OF HOURS: 190 SECURITIES TRADING HOURS: 115 START DATE: 01/02/1990 ADDRESS: 1904 Briggs Road, Silver Spring MD 20906-3310, United States DESCRIPTION: Implementation and administration of practice activities.
CRS (Client Relationship Summary) - RIA
Click below to view Melvin Brenner'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: 1990
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 12069 Tech Rd, Silver Springs, MD 20904RIA
CRD#: 105644
SILVER SPRINGS, MD
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
SILVER SPRING, MD
Past
March 4, 1997 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
SILVER SPRINGS , MD
Past
January 7, 1997 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
SILVER SPRING, MD
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
District of Columbia(9/5/2025)
RR
Maryland(9/5/2025)
IAR
Maryland(9/5/2025)
RR
New Jersey(9/5/2025)
RR
New York(9/5/2025)
RR
Ohio(9/5/2025)
RR
Virginia(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#: 105644Silver Springs, MD 20904TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
