AR
Andree A. Rose
CETERA INVESTMENT ADVISERS LLC
WINNEMUCCA, NV
Some features on this profile are disabled
CRD#: 4248903
AR
Professional summary
Andree Adelle Bidart Rose, who also goes by Andree Adelle Bidart, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Winnemucca, Nevada and CETERA WEALTH SERVICES, LLC located in Winnemucca, Nevada.
Andree is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Andree has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andree Adelle Bidart
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) TRUSTEE FBO MULTIPLE TRUSTS UT PAUL D MILLER GRANDCHILDREN'S TRUST DTD 12/31/96 POSITION: TRUSTEE NATURE: TTEE fbo CHRISTOPHER M. MILLER TRUST, LAUREN E. MILLER TRUST, KENADEE J. MILLER TRUST, GRANT M. MILLER TRUST, MEGAN A. MILLER TRUST INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/31/1996 ADDRESS: Winnemucca NV , United States DESCRIPTION: Fiduciary role; reviewed and approved by Jena Halliburton in 2000 2) DRA RENTALS POSITION: MANAGING MEMBER NATURE: DRA Rentals, LLC owns the office building that is rented to Drake Rose & Associates, LLC which is our CPA Firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/30/2012 ADDRESS: 580 Baud Street, Winnemucca NV 89445, United States DESCRIPTION: Owner, Managing Member 3) THE F.B. AND J.W.B. 1982 LIVING TRUST AGREEMENT POSITION: Co-Trustee NATURE: Co-trustee with my brothers. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2019 ADDRESS: 3289 Great Basin Avenue, Winnemucca NV 89445, United States DESCRIPTION: Co-managing the assets of the trust with my brothers until distribution. 4)DRAKE, ROSE & ASSOCIATES, LLC; MANAGING PARTNER; CPA FIRM; NIR; 5; 12/30/2011; Winnemucca NV 89445; ACCOUNTING & AUDITING SERVICES; SUPERVISE STAFF; CLIENT MANAGEMENT. 5)DRA RENTALS; MANAGING MEMBER; DRA Rentals, LLC owns the office building that is rented to Drake Rose & Associates, LLC which is our CPA Firm.; IR; 0; 05/30/2012; 580 Baud Street Winnemucca NV 89445; Owner, Managing Member
CRS (Client Relationship Summary) - RIA
Click below to view Andree Adelle Bidart Rose'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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #2: 580 Baud Street, Winnemucca, NV 89445RIA
CRD#: 105644
WINNEMUCCA, NV
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 580 Baud Street, Winnemucca, NV 89445BD
CRD#: 13572
WINNEMUCCA, NV
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
WINNEMUCCA, NV
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
WINNEMUCCA, NV
Past
January 9, 2003 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
WINNEMUCCA, NV
Past
December 19, 2002 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
WINNEMUCCA, NV
Past
January 2, 2002 - October 31, 2002
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
WINNEMUCCA, NV
Past
November 1, 2001 - October 31, 2002
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
LOS ANGELES, CA
Past
August 16, 2000 - November 27, 2001
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
DALLAS, 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
Arizona(9/5/2025)
RR
Colorado(9/5/2025)
RR
Idaho(9/5/2025)
RR
Montana(9/5/2025)
RR
Nevada(9/5/2025)
IAR
Nevada(9/5/2025)
RR
Oregon(9/5/2025)
RR
South Dakota(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
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.
