CV
Craig J. Viator
CETERA INVESTMENT ADVISERS LLC
NEW IBERIA, LA 70560
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CRD#: 5259296
CV
Professional summary
Craig Joseph Viator is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in New Iberia, Louisiana and CETERA WEALTH SERVICES, LLC located in New Iberia, Louisiana.
Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Craig has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
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) BPLB INDEPENDENCE PROPERTIES, LLC POSITION: MEMBER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2007 ADDRESS: Lafayette LA , United States DESCRIPTION: NO DUTIES 2) BPLB NEW IBERIA PROPERTIES, LLC POSITION: MEMBER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017 ADDRESS: New Iberia LA 70563, United States DESCRIPTION: MANAGING MEMBER 3) GLOBAL WEALTH CARE GROUP POSITION: CONSULTANT NATURE: FINANCIAL CONSULTING INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2006 DESCRIPTION: Provide financial services to clients. 4) BROUSSARD, POCHE, LEWIS & BREAUX, LLP POSITION: TAX MANAGER/PARTNER NATURE: CPA firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/1998 DESCRIPTION: CPA firm 5) BROUSSARD POCHE, LLP POSITION: PARTNER NATURE: Professional services as a CPA partner in a public accounting firm. INVESTMENT RELATED: NO NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 0 START DATE: 10/31/1998 ADDRESS: 146 W Main Street, New Iberia LA 70560, United States DESCRIPTION: null 6) CRAIG J. VIATOR, CPA, APAC POSITION: President NATURE: This entity is a partner in the accounting firm of Broussard Poche, LLP of which Craig J. Viator is the sole stockholder. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2004 ADDRESS: 146 West Main Street, New Iberia LA 70560, United States DESCRIPTION: The sole activity is that this entity owns the partnership interest in Broussard Poche, LLP. 7) OPTIMIST CLUB OF NEW IBERIA POSITION: Treasurer NATURE: The Optimist Club of New Iberia is a local chapter of a national organization called Optimist International. The club is known for numerous programs that benefit local youth such as the Boys and Girls club. As treasurer of the local chapter, I review the accounting for all bank transactions including check writing authority. Any bills sent to the club are reviewed and confirmed as an approved item under the budget approved by the board of directors before checks are signed and bills are paid. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2004 ADDRESS: 146 W. Main Street, New Iberia LA 70560, United States DESCRIPTION: The main duties are to insure any bills of the club are paid timely, deposits are recorded and reports are prepared to be presented to the board during regular board meetings.
CRS (Client Relationship Summary) - RIA
Click below to view Craig Joseph Viator'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 146 West Main Street, New Iberia, LA 70560RIA
CRD#: 105644
NEW IBERIA, LA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 146 West Main Street, New Iberia, LA 70560BD
CRD#: 13572
NEW IBERIA, LA
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
NEW IBERIA, LA
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
NEW IBERIA, LA
Past
October 10, 2007 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
LAFAYETTE, LA
Past
January 31, 2007 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
NEW IBERIA, LA
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
Louisiana(9/5/2025)
IAR
Louisiana(9/5/2025)
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
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644New Iberia, LA 70560TRUST BUT VERIFY
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