DB
David D. Bilger
CETERA INVESTMENT ADVISERS LLC
QUAKERTOWN, PA 18951
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CRD#: 2944575
DB
Professional summary
David Donald Bilger is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Quakertown, Pennsylvania and CETERA FINANCIAL SPECIALISTS LLC located in Quakertown, Pennsylvania.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. David has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
1) BILGER & CO, CPAS LLC; QUAKER, IL; NON- INVESTMENT RELATED; ACCOUNTING AND TAX SERVICES; CPA; SINCE 12/1978; OWNER; 160 HRS/MO 2) BILGER & CO., CPAS LLC FINANCIAL SERVICES; QUAKER, IL; INVESTMENT RELATED; DBA FOR INVESTMENT SERVICES; SINCE 01/1990; OWNER; 160 HRS/MO 3) NAME OF OTHER BUSINESS: UPPER BUCKS SKI CLUB; INVESTMENT RELATED: NO; ADDRESS: P O BOX 25 QUAKERTOWN, PA 18951; NATURE OF BUSINESS: SKI CLUB; START DATE: 08/2024; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PRESIDE OVER MEETINGS, SET AGENDA, PROMOTE WINTER ACTIVITIES, SKIING AND SHOW BOARDING;
CRS (Client Relationship Summary) - RIA
Click below to view David Donald Bilger'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
May 24, 2021 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 521 W Broad St, Quakertown, PA 18951RIA
CRD#: 105644
QUAKERTOWN, PA
Current
May 24, 2021 - Present
CETERA FINANCIAL SPECIALISTS LLC
Office #1: 521 W Broad St, Quakertown, PA 18951BD
CRD#: 10358
Quakertown, PA
Past
March 3, 2000 - May 28, 2021
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
QUAKERTOWN, PA
Past
January 21, 1998 - May 28, 2021
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
QUAKERTOWN, 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
Florida(5/24/2021)
RR
Hawaii(5/24/2021)
RR
Maine(5/24/2021)
RR
New Jersey(5/24/2021)
RR
Pennsylvania(5/24/2021)
IAR
Pennsylvania(5/24/2021)
RR
Virginia(5/24/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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#: 105644Quakertown, PA 18951TRUST BUT VERIFY
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