Sarah E. Brechbuehl
Professional summary
Sarah Elizabeth Brechbuehl, who also goes by Sarah Elizabeth Eyler, Sarah Elizabeth Keilholtz, Sarah Elizabeth Keilholtz, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Gettysburg, Pennsylvania and CETERA INVESTMENT SERVICES LLC located in Gettysburg, Pennsylvania.
Sarah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Sarah has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sarah Elizabeth Brechbuehl's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 19, 2019 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 675 Old Harrisburg Road, Gettysburg, PA 17325August 19, 2019 - Present
CETERA INVESTMENT SERVICES LLC
Office #1: 675 Old Harrisburg Road, Gettysburg, PA 17325April 13, 2017 - August 13, 2019
PRUCO SECURITIES, LLC.
March 28, 2017 - August 13, 2019
PRUCO SECURITIES, LLC.
February 27, 2015 - February 27, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
February 27, 2015 - February 27, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
April 3, 2014 - February 9, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
April 3, 2014 - February 9, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
November 1, 2013 - April 7, 2014
PNC WEALTH MANAGEMENT LLC
October 31, 2013 - April 7, 2014
PNC WEALTH MANAGEMENT LLC
September 22, 2009 - March 8, 2013
INVEST FINANCIAL CORPORATION
September 22, 2009 - March 8, 2013
INVEST FINANCIAL CORPORATION
May 8, 2006 - September 11, 2009
CUSO FINANCIAL SERVICES, L.P.
January 3, 2005 - September 11, 2009
CUSO FINANCIAL SERVICES, L.P.
February 23, 2004 - January 3, 2005
MORGAN STANLEY DW INC.
January 16, 2004 - January 3, 2005
MORGAN STANLEY DW INC.
August 15, 2002 - December 18, 2003
CETERA WEALTH SERVICES, LLC
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/19/2019)
(8/19/2019)
(8/19/2019)
(4/25/2023)
Exams
FINRA
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
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 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Gettysburg, PA 17325TRUST BUT VERIFY
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