SJ
Sabrina I. Julian
CETERA INVESTMENT ADVISERS LLC
CONCORD, CA 94520
Some features on this profile are disabled
CRD#: 4469907
SJ
Professional summary
Sabrina Isabella Julian, AIF®, who also goes by Sabrina Louise Julian, Sabrina Julian Snow, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Concord, California and CETERA WEALTH SERVICES, LLC located in Concord, California.
Sabrina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Sabrina has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sabrina Louise Julian | Sabrina Julian Snow
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) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 2008 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE. (2) NAME OF OTHER BUSINESS: SABRINA JULIAN INVESTMENT SERVICES INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: INVESTMENT SERVICES, POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 40, BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES AND FINANCIAL PLANNING; (3) NAME OF OTHER BUSINESS: SABRINA JULIAN - ORGANIZING SERVICE FOR WOMEN INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: HELP SINGLE WOMEN ORGANIZE DOCUMENTS, GET RID OF CLUTTER, DOWNSIZE OR MOVE START DATE: 12/2013 POSITION/TITLE/RELATIONSHIP: CONSULTANT APX NUMBER OF HOURS PER WEEK: 2-5 APX NUMBER OF HOURS DURING TRADING HOURS: N/A BRIEF DESCRIPTION OF DUTIES: ORGANIZING SERVICE FOR WOMEN (4) NAME OF OTHER BUSINESS: ANGELS-MURPHY ROTARY CLUB ; INVESTMENT RELATED: NO ADDRESS: PO BOX 1221 MURPHYS CA 95247 ; NATURE OF BUSINESS: NON-PROFIT SERVICE CLUB ; START DATE: 01/2015 ; POSITION/TITLE/RELATIONSHIP: PAST PRESIDENT / MEMBER ; APX NUMBER OF HOURS PER WEEK: 3 ; APX NUMBER OF HOURS DURING TRADING HOURS: 3 ; BRIEF DESCRIPTION OF DUTIES: WORK ON COMMUNITY SERVICE PROJECTS. VOTING ON CLUB DECISIONS. RUN MEETING IN CURRENT PRESIDENTS ABSENCE ;
CRS (Client Relationship Summary) - RIA
Click below to view Sabrina Isabella Julian'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®
Experience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1390 Willow Pass Rd Ste 900, Concord, CA 94520Office #2: 466 A Main St, Murphys, CA 95247RIA
CRD#: 105644
CONCORD, CA
Current
August 13, 2008 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1390 Willow Pass Rd Ste 900, Concord, CA 94520Office #2: 466 A Main St, Murphys, CA 95247BD
CRD#: 13572
Concord, CA
Past
January 22, 2009 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
MANTECA, CA
Past
March 24, 2006 - August 13, 2008
PENSION PLANNERS SECURITIES, INC.
BD
CRD#: 14068
MORAGA, CA
Past
January 1, 2002 - March 31, 2006
EDWARD JONES
BD
CRD#: 250
ORINDA, 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
Arizona(8/13/2008)
RR
California(8/13/2008)
IAR
California(6/29/2023)
RR
Colorado(9/15/2020)
RR
Florida(1/10/2017)
RR
Georgia(1/4/2023)
RR
Hawaii(7/12/2022)
RR
Idaho(6/2/2020)
RR
Illinois(3/6/2024)
RR
Massachusetts(9/15/2016)
RR
Michigan(1/3/2022)
RR
Minnesota(1/3/2024)
RR
Missouri(8/9/2023)
RR
Nevada(8/9/2023)
RR
North Carolina(1/11/2021)
RR
Ohio(3/26/2025)
RR
Oregon(8/13/2008)
RR
Rhode Island(1/4/2023)
RR
South Carolina(8/9/2023)
RR
South Dakota(8/9/2023)
RR
Texas(8/9/2023)
IAR
Texas(9/1/2023)
RR
Utah(5/31/2022)
RR
Virginia(8/30/2012)
RR
Washington(10/5/2022)
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
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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#: 105644Concord, CA 94520TRUST BUT VERIFY
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