GA
Gerry A. Andrade
CETERA INVESTMENT ADVISERS LLC
TORRANCE, CA 90503
Some features on this profile are disabled
CRD#: 4421941
GA
Professional summary
Gerry Ancheta Andrade is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Torrance, California and CETERA WEALTH SERVICES, LLC located in Torrance, California.
Gerry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Gerry has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 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) Gerry Andrade & Associates, Inc.~3868 Carson St., Ste. 10~Torrance~CA~90503~Accounting/Bookkeeping (No Tax Preparation)~Tax Preparation/Accounting~6/1/1995~160hrs~100hrs~Tax preparation; accounting 2) Personal Rental Property~116 N Western Avenue~San Pedro~CA~90732~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/2004~1hrs~0hrs~owner 3) AVANTAX INSURANCE SERVICES AND/OR AVANTAX INSURANCE AGENCY POSITION: Insurance Agent NATURE: Assess client insurance needs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2001 ADDRESS: 3878 Carson St, Suite 220, Torrance CA 90503, United States DESCRIPTION: Meet with clients and sell life insurance. 4) COMMERCIAL RENTAL PROPERTY POSITION: owner NATURE: Rental property located at 3465 Torrance Blvd, Suite K Torrance, CA 90503 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: 3878 Carson St, Suite 220, Torrance CA 90503, United States DESCRIPTION: We collect the rent. Property managers takes care of the rest. 5) RESIDENTIAL RENTAL PROPERTY POSITION: Property manager NATURE: Residential Rental property located at3783 Calle San Antonio, Palm Springs, CA 92264. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2020 ADDRESS: 3878 Carson St, Suite 220, Torrance CA 90503, United States DESCRIPTION: Property manager
CRS (Client Relationship Summary) - RIA
Click below to view Gerry Ancheta Andrade'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 #1: 3878 Carson Street Suite 220, Torrance, CA 90503RIA
CRD#: 105644
TORRANCE, CA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 3878 Carson St Suite 220, Torrance, CA 90503BD
CRD#: 13572
Torrance, CA
Past
January 2, 2009 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Torrance, CA
Past
November 6, 2001 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Torrance, CA
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
Alabama(9/5/2025)
RR
Arizona(9/5/2025)
RR
California(9/5/2025)
IAR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Hawaii(9/5/2025)
RR
Idaho(9/18/2025)
RR
Illinois(9/5/2025)
RR
Louisiana(9/5/2025)
RR
Nevada(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Oregon(9/5/2025)
RR
Utah(9/18/2025)
RR
Virginia(9/5/2025)
RR
Washington(9/5/2025)
Exams
State Security Law Exam
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.
