NV
Natasha C. Verbsky
CETERA INVESTMENT ADVISERS LLC
MCKINNEY, TX
Some features on this profile are disabled
CRD#: 3238843
NV
Professional summary
Natasha Cher Verbsky, who also goes by Natasha Cher Hess, Tasha Hess, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Mckinney, Texas and CETERA WEALTH SERVICES, LLC located in Mckinney, Texas.
Natasha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Natasha has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Natasha Cher Hess | Tasha Hess
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. LEGACY FINANCIAL ADVISORS/AGENT-REP TERM LIFE INSURANCE; DISABILITY INSURANCE; LONG TERM CARE, PERMANMENT LIFE INSURANCE. 2. NAME OF OTHER BUSINESS: LEGACY FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2009 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: INDEPENDENCE HIGH SCHOOL - CHOIR BOOSTER CLUB; INVESTMENT RELATED: NO; ADDRESS: 10555 INDEPENDENCE PKWY FRISCO, TX 75035; NATURE OF BUSINESS: NON PROFIT; START DATE: 10/2022; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MAINTAIN FINANCIAL INFORMATION AND CHECKBOOK ; 4. NAME OF OTHER BUSINESS: INDEPENDENCE HIGH SCHOOL - THEATRE BOOSTER CLUB; INVESTMENT RELATED: NO; ADDRESS: 10555 INDEPENDENCE PKWY FRISCO, TX 75035; NATURE OF BUSINESS: NON PROFIT; START DATE: 10/2022; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MAINTAIN FINANCIAL INFORMATION AND CHECKBOOK ; 5. NAME OF OTHER BUSINESS: ANTHOLOGY DESIGNS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: PRODUCT SALES; START DATE: 10/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: DESIGN PRODUCTS TO SELL ON ETSY AND OTHER CHANNELS; 6. NAME OF OTHER BUSINESS: COLLIN COLLEGE FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 3452 SPUR 399 SUITE 429 MCKINNEY, TX 75069; NATURE OF BUSINESS: NON PROFIT; START DATE: 10/2022; POSITION/TITLE/RELATIONSHIP: INVESTMENT COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: REVIEW PERFORMANCE AND PROVIDE OVERSIGHT ON OUTSIDE MONEY MANAGER PERFORMANCE;
CRS (Client Relationship Summary) - RIA
Click below to view Natasha Cher Verbsky'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
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
MCKINNEY, TX
Current
November 1, 2017 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 8951 Collin Mckinney Pkwy Unit 101, Mckinney, TX 75070BD
CRD#: 13572
Mckinney, TX
Past
October 12, 2017 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
MCKINNEY, TX
Past
March 12, 2009 - November 1, 2017
GIRARD SECURITIES, INC.
RIA
CRD#: 18697
MCKINNEY, TX
Past
March 12, 2009 - November 1, 2017
GIRARD SECURITIES, INC.
BD
CRD#: 18697
MCKINNEY, TX
Past
August 16, 1999 - March 16, 2009
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
MCKINNEY, TX
Past
June 8, 1999 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
June 8, 1999 - March 16, 2009
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
MCKINNEY, TX
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(11/1/2017)
RR
Florida(12/13/2017)
RR
Georgia(11/11/2019)
RR
Kansas(11/1/2017)
RR
Minnesota(11/1/2017)
RR
Missouri(8/19/2025)
RR
North Carolina(10/16/2024)
RR
Oklahoma(8/19/2025)
RR
Texas(11/1/2017)
IAR
Texas(6/29/2023)
RR
Virginia(11/1/2017)
RR
Washington(2/16/2018)
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
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)
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.
