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MW

Mary F. Weed

CETERA INVESTMENT ADVISERS
BELLEVUE, NE
CRD#: 2997643
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MW
Mary F WeedCETERA INVESTMENT ADVISERS

Professional summary

Mary F Weed, who also goes by Mary Frances Weed, Mary Frances Whitman, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Bellevue, Nebraska and CETERA INVESTMENT SERVICES LLC located in El Segundo, California.

Mary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Mary has worked at 15 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 53, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mary Frances Weed | Mary Frances Whitman

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary F Weed'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

May 21, 2026 - Present

CETERA INVESTMENT ADVISERS LLC

Office #2: 2301 Rosecrans Ave #5100, El Segundo, CA 90245
RIA
CRD#: 105644
BELLEVUE, NE
Current

April 29, 2026 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 2301 Rosecrans Ave #5100, El Segundo, CA 90245
BD
CRD#: 15340
EL SEGUNDO, CA
Current

April 29, 2026 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 2301 Rosecrans Ave #5100, El Segundo, CA 90245
BD
CRD#: 13572
EL SEGUNDO, CA
Current

April 29, 2026 - Present

CETERA FINANCIAL SPECIALISTS LLC

Office #1: 2301 Rosecrans Ave #5100, El Segundo, CA 90245
BD
CRD#: 10358
EL SEGUNDO, CA
Current

April 29, 2026 - Present

CETERA ADVISORS LLC

Office #1: 2301 Rosecrans Ave #5100, El Segundo, CA 90245
BD
CRD#: 10299
EL SEGUNDO, CA
Past

June 14, 2024 - November 5, 2025

OSAIC WEALTH, INC.

RIA
CRD#: 23131
SCOTTSDALE, AZ
Past

February 9, 2021 - September 1, 2023

OSAIC SERVICES, INC.

BD
CRD#: 133763
SCOTTSDALE, AZ
Past

February 9, 2021 - November 3, 2023

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

February 9, 2021 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

February 9, 2021 - August 23, 2024

TRIAD ADVISORS LLC

BD
CRD#: 25803
ATLANTA, GA
Past

February 9, 2021 - November 5, 2025

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

June 30, 2016 - June 14, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
La Vista, NE
Past

December 10, 2010 - June 14, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
Omaha, NE
Past

April 22, 2006 - May 20, 2010

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

February 14, 2003 - April 22, 2006

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
BELLEVUE, NE
Past

January 27, 1999 - April 11, 2001

J.P. SECURITIES, INC.

BD
CRD#: 36559
BELLEVUE, NE

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
Nebraska
(4/29/2026)
IAR
Nebraska
(5/21/2026)
RR
Washington
(5/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/29/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/29/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/26/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 3/16/2012
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/15/2011
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 9/20/2006
Registered Options Principal Examination
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)
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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)

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
Report
12/13/2024
Cover Page
Report
09/26/2023
Cover Page
Report

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#: 105644Bellevue, NE

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