Bryan D. Strickland
CETERA INVESTMENT ADVISERS LLC
Charolottesville, VA 22901
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CRD#: 4720580
Professional summary
Bryan David Strickland, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Charolottesville, Virginia and CETERA WEALTH SERVICES, LLC located in Charlottesville, Virginia.
Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Bryan has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Education Planning
Employee and Employer Plan Ben...
Insurance Planning
Retirement Planning
Comprehensive Financial Planni...
Tax Planning
What is your minimum asset requirement?
1
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. NAME OF OTHER BUSINESS: WILKINSON WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 08/2016 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: PROVIDE INVESTMENT MANAGEMENT AND FINANCIAL PLANNING SERVICES TO CLIENTS; 2. NAME OF OTHER BUSINESS: QUO VADIS FINANCIAL, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 12/2017 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: NO ACTIVITIES PRESENTED TO CLIENTS; DBA WILKINSON WEALTH MANAGEMENT; TAX ENTITY FOR BUSINESS PURPOSES;
CRS (Client Relationship Summary) - RIA
Click below to view Bryan David Strickland'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®
CFP®
Start date: 2015
Experience
Current
July 14, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 889 Rio East Court Suite A, Charolottesville, VA 22901RIA
CRD#: 105644
Charolottesville, VA
Current
July 14, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 889 Rio East Court Suite A, Charlottesville, VA 22901BD
CRD#: 13572
CHARLOTTESVILLE, VA
Past
May 14, 2021 - July 14, 2025
PRIVATE ADVISOR GROUP, LLC
RIA
CRD#: 155216
Charlottesville, VA
Past
August 9, 2016 - May 20, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
CHARLOTTESVILLE, VA
Past
August 9, 2016 - July 23, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
CHARLOTTESVILLE, VA
Past
November 24, 2004 - August 11, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
HARRISONBURG, VA
Past
November 24, 2004 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
November 24, 2004 - August 11, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
HARRISONBURG, VA
Past
January 21, 2004 - October 28, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
PRINCETON, NJ
Past
December 17, 2003 - October 28, 2004
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
December 17, 2003 - October 28, 2004
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.
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(7/14/2025)
RR
Arkansas(7/14/2025)
RR
California(7/14/2025)
RR
Colorado(7/14/2025)
RR
Connecticut(7/14/2025)
RR
District of Columbia(7/14/2025)
RR
Florida(7/14/2025)
RR
Georgia(7/14/2025)
RR
Hawaii(7/14/2025)
RR
Indiana(7/14/2025)
RR
Kansas(7/14/2025)
RR
Kentucky(8/8/2025)
RR
Louisiana(7/14/2025)
RR
Maryland(7/14/2025)
RR
Nebraska(7/14/2025)
RR
Nevada(7/14/2025)
RR
New Hampshire(7/14/2025)
RR
New York(7/14/2025)
RR
North Carolina(8/11/2025)
RR
Ohio(7/14/2025)
RR
Pennsylvania(7/14/2025)
RR
South Carolina(7/14/2025)
RR
Texas(7/14/2025)
IAR
Texas(7/14/2025)
RR
Utah(7/14/2025)
RR
Virginia(7/14/2025)
IAR
Virginia(7/14/2025)
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.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Charolottesville, VA 22901TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
