Renee L. Gwyther
CETERA INVESTMENT ADVISERS LLC
ALBUQUERQUE, NM 87109
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CRD#: 5206208
Professional summary
Renee Lisa Gwyther, CFP®, who also goes by Renee Lisa Foster, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Albuquerque, New Mexico and CETERA WEALTH SERVICES, LLC located in Albuquerque, New Mexico.
Renee is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Renee has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Renee Lisa Foster
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 OFFICE, NATURE OF BUSINESS: FIXED INSURANCE - LIFE, HEALTH, ANNUITIES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, START DATE: 09/2006 APPROX # OF HRS PER WK: 40, BRIEF DESCRIPTION OF DUTIES: SALES AND SERVICE; 2) NAME OF OTHER BUSINESS: INTERNATIONAL ACADEMY OF COLLABORATIVE PROFESSIONALS; INVESTMENT RELATED: NO; ADDRESS: 11811 N. TATUM BLVD. #1000, PHOENIX, AZ 85028; NATURE OF BUSINESS: COLLABORATIVE DIVORCE GROUP; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; START DATE: 03/2010,; APX # OF HRS PER WK: 0-1; BRIEF DESCRIPTION OF DUTIES: INVESTMENT ASSET IDENTIFICATION AND VALUATION; 3) NAME OF OTHER BUSINESS: GWYTHER FINANCIAL SERVICES, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LLC FOR FINANCIAL SERVICES; POSITION/TITLE/RELATIONSHIP: OWNER; START DATE: 04/2012 APX # OF HOURS PER YEAR: 40; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES; 4) NAME OF OTHER BUSINESS: GWYTHER FINANCIAL SERVICES, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: DIVORCE FINANCIAL PLANNING, POSITION/TITLE/RELATIONSHIP: OWNER, START DATE: 04/2012 APX # OF HRS PER YEAR: 40, BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL ANALYSIS FOR COUPLES USING THE COLLABORATIVE DIVORCE MODEL 5) NAME OF OTHER BUSINESS: NEW MEXICO COLLABORATIVE PRACTICE GROUP INVESTMENT RELATED: NO ADDRESS: P.O. BOX 30067, ALBUQUERQUE, NM, 87109 NATURE OF BUSINESS: PROFESSIONAL GROUP HELPING WITH COLLABORATIVE DIVORCE,START DATE: 4/2017 POSITION/TITLE/RELATIONSHIP: TREASURER APX # OF HOURS PER WK: 1, NOT DURING TRADING HRS, BRIEF DESCRIPTION OF DUTIES: PROCESS MEMBERSHIP PAYMENTS AND PAY BILLS NMCPG. NO SIGNING AUTHORITY. 6) NAME OF OTHER BUSINESS: DARBEENER VENTURES LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 08/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX # OF HRS PER WK: LESS THAN 1; APX # OF HRS DURING TRADING HRS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: MAINTENANCE AND FINANCIAL REPORT PREPARATION; 7) NAME OF OTHER BUSINESS: MORADA WEALTH PARTNERS, INVESTMENT RELATED: YES, ADDRESS: 3901 GEORGIA ST, NE SUITE A3, ALBUQUERQUE, NM, 87110, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 03/2022, POSITION/TITLE/RELATIONSHIP: OWNER, APX # OF HRS PER WK: 50, APX # OF HRS DUR TRADING HRS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 8) NAME OF OTHER BUSINESS: GEORGIA PROFESSIONAL GARDENS ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 3901 GEORGIA ST NE ALBUQUERQUE, NM 87110; NATURE OF BUSINESS: CONDO BOARD; START DATE: 4/2022; POSITION/TITLE/RELATIONSHIP: TREASURER APX # OF HRS PER WK: 2 ; BRIEF DESCRIPTION OF DUTIES: REVIEW FINANCIAL, BANK RECORECORDS, COLLECT MONTHLY ASSOCIATION DUES, OVERSIGHT ON BANKING; 9)NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE: 01/2022; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: VARIES ; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ;
CRS (Client Relationship Summary) - RIA
Click below to view Renee Lisa Gwyther'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: 2014
Experience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 7770 Jefferson St Ne Suite 405, Albuquerque, NM 87109Office #2: 3901 Georgia St Ne Ste A-3, Albuquerque, NM 87110RIA
CRD#: 105644
ALBUQUERQUE, NM
Current
September 7, 2006 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 7770 Jefferson St Ne Suite 405, Albuquerque, NM 87109Office #2: 3901 Georgia St Ne Ste A-3, Albuquerque, NM 87110BD
CRD#: 13572
Albuquerque, NM
Past
November 28, 2006 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
ALBUQUERQUE, NM
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(1/4/2010)
RR
California(8/22/2018)
RR
Colorado(1/4/2010)
RR
Georgia(5/18/2021)
RR
Hawaii(10/21/2024)
RR
Illinois(7/9/2021)
RR
New Mexico(9/18/2006)
IAR
New Mexico(6/29/2023)
RR
New York(1/5/2021)
RR
North Carolina(2/27/2025)
RR
Ohio(12/21/2022)
RR
Oklahoma(1/5/2021)
RR
Oregon(7/30/2019)
RR
Texas(1/2/2014)
IAR
Texas(6/29/2023)
RR
Utah(3/13/2007)
RR
Washington(8/16/2022)
RR
Wisconsin(9/2/2011)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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)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#: 105644Albuquerque, NM 87109TRUST BUT VERIFY
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