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FH

Frank A. Hosmer

CETERA INVESTMENT ADVISERS LLC
Hamilton, NJ
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CRD#: 5128405
FH

Professional summary


Frank Alfred Hosmer Jr, who also goes by Frank Alfred Hosmer Jr., Frank Alfred Hosmer Jr, Frank Alfred Hosmer Jr, Frank Alfred Hosmer, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Hamilton, New Jersey and CETERA INVESTMENT SERVICES LLC located in Canonsburg, Pennsylvania.

Frank is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Frank has worked at 7 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 10, Series 9, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Frank Alfred Hosmer Jr. | Frank Alfred Hosmer Jr | Frank Alfred Hosmer Jr | Frank Alfred Hosmer

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Frank Alfred Hosmer Jr's CRS (Customer Relationship Summary).
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®
None

Experience


Current

February 28, 2022 - Present

CETERA INVESTMENT ADVISERS LLC

Office #2: 4600 J. Barry Court Ste. 220, Canonsburg, PA 15317
RIA
CRD#: 105644
Hamilton, NJ
Current

February 28, 2022 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 4600 J. Barry Court Ste. 220, Canonsburg, PA 15317
BD
CRD#: 15340
CANONSBURG, PA
Past

July 17, 2014 - July 21, 2021

WADDELL & REED

RIA
CRD#: 866
TRENTON, NJ
Past

July 9, 2014 - July 21, 2021

WADDELL & REED

BD
CRD#: 866
TRENTON, NJ
Past

February 5, 2013 - June 30, 2014

SANTANDER SECURITIES LLC

RIA
CRD#: 41791
HAMILTON, NJ
Past

February 5, 2013 - June 30, 2014

SANTANDER SECURITIES LLC

BD
CRD#: 41791
HAMILTON, NJ
Past

October 1, 2012 - January 30, 2013

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
EDISON, NJ
Past

October 1, 2012 - January 30, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
EDISON, NJ
Past

November 28, 2008 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
BROOKLYN, NY
Past

November 26, 2008 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
BROOKLYN, NY
Past

October 25, 2006 - November 13, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
STATEN ISLAND, NY
Past

July 26, 2006 - November 13, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
STATEN ISLAND, NY

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
(2/28/2022)
RR
Alaska
(2/28/2022)
RR
Arizona
(2/28/2022)
RR
Arkansas
(2/28/2022)
RR
California
(2/28/2022)
RR
Colorado
(2/28/2022)
RR
Connecticut
(2/28/2022)
RR
Delaware
(2/28/2022)
RR
District of Columbia
(2/28/2022)
RR
Florida
(2/28/2022)
RR
Georgia
(2/28/2022)
RR
Hawaii
(2/28/2022)
RR
Idaho
(2/28/2022)
RR
Illinois
(2/28/2022)
RR
Indiana
(2/28/2022)
RR
Iowa
(2/28/2022)
RR
Kansas
(2/28/2022)
RR
Kentucky
(2/28/2022)
RR
Louisiana
(2/28/2022)
RR
Maine
(2/28/2022)
RR
Maryland
(2/28/2022)
RR
Massachusetts
(2/28/2022)
RR
Michigan
(2/28/2022)
RR
Minnesota
(2/28/2022)
RR
Mississippi
(2/28/2022)
RR
Missouri
(2/28/2022)
RR
Montana
(2/28/2022)
RR
Nebraska
(2/28/2022)
RR
Nevada
(2/28/2022)
RR
New Hampshire
(2/28/2022)
RR
New Jersey
(2/28/2022)
IAR
New Jersey
(2/28/2022)
RR
New Mexico
(2/28/2022)
RR
New York
(2/28/2022)
RR
North Carolina
(2/28/2022)
RR
North Dakota
(2/28/2022)
RR
Ohio
(2/28/2022)
RR
Oklahoma
(2/28/2022)
RR
Oregon
(2/28/2022)
RR
Pennsylvania
(2/28/2022)
IAR
Pennsylvania
(2/28/2022)
RR
Rhode Island
(2/28/2022)
RR
South Carolina
(2/28/2022)
RR
South Dakota
(2/28/2022)
RR
Tennessee
(2/28/2022)
RR
Texas
(2/28/2022)
IAR
Texas
(1/17/2023)
RR
Utah
(2/28/2022)
RR
Vermont
(2/28/2022)
RR
Virginia
(2/28/2022)
RR
Washington
(2/28/2022)
RR
West Virginia
(2/28/2022)
RR
Wisconsin
(2/28/2022)
RR
Wyoming
(2/28/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/24/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory 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)
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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
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#: 105644Hamilton, NJ

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