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JG

Julie E. Gotman-matusovskaya

Some features on this profile are disabled
CRD#: 4562958
JG

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Julie Evgenievna Gotman-matusovskaya, who also goes by Lilia Bursak, Lilia Gotman, Lilia Kazakov, was a registered financial professional .

Julie is a previously registered financial professional and started their career in finance in 2002. Julie had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Lilia Bursak | Lilia Gotman | Lilia Kazakov

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)KAZAKOV DESIGN, INC., FENG-SHUI CONSULTANT-NOT INVEST. REL, SAME AS REGISTERED ADDRESS-INTERIOR DESIGN, START 08/07/06, 2-10HR/WK NOT DURING TRADING, TREASURER, FENG SHUI PRACTITIONER. 2)MED INSURANCE BLUE CROSS SAME AS REGISTERED ADDRESS.-SOLE PROPRIETER/MEDICAL INSURANCE SALES RELATIONSHIP DATE 07/2004. 3)STEVEN TEMPLE,CPA-NOT INV.REL.-PT ACCT.CONTRACTOR-SD:3/13/06-ACCT&TAX SERV.-0-10HR 4)LILIA KAZAKOV WEALTH MANAGEMENT, INVEST REL, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES AND TAXES, TAX COMPLIANCE, ACCOUNTING AND PLANNING WITH LIMITED POWER OF ATTORNEY FOR IRS AND OTHER TAX MATTERS, START 06/19/14, 20-30HR/WK DURING TRADING, OWNER. 5) NAME OF OTHER BUSINESS: APPLIED GENERAL AGENCY; INVESTMENT RELATED: NO; ADDRESS: 1732 AVIATION BLVD 3121 REDONDO BEACH CA 90278; NATURE OF BUSINESS: MEDICAL/HEALTH INSURANCE POLICIES; START DATE: 9/2020; POSITION/TITLE/RELATIONSHIP: AGENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: SALES OF MEDICAL, DENTAL, MEDICARE/MEDIGAP INDIVIDUAL AND GROUP PLANS;

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

July 28, 2004 - December 22, 2023

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
LOS ANGELES, CA
Past

January 3, 2003 - December 22, 2023

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
LOS ANGELES, CA
Past

October 9, 2002 - January 3, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
ST LOUIS, MO
Past

August 30, 2002 - January 3, 2003

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

August 30, 2002 - January 3, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/4/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/29/2002
General Securities Representative Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/13/2024
Cover Page
Report
09/26/2023
Cover Page
Report
11/18/2022
Cover Page
Report

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#: 105644

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