BT
Bryan D. Thomas
CETERA INVESTMENT ADVISERS LLC
MENTOR, OH 44060
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CRD#: 5549716
BT
Professional summary
Bryan D. Thomas, who also goes by Bryan Donald Thomas, Bryan Thomas, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Mentor, Ohio and CETERA WEALTH SERVICES, LLC located in Mentor, Ohio.
Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Bryan has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bryan Donald Thomas | Bryan Thomas
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) UNITED WAY OF LAKE COUNTY; Non-Profit Board Member; United Way of Lake County is a non-profit organization that works with the community to close gaps and open opportunities so everyone can thrive and no one in need stands alone; NIR; HRS 3; HRS 2; 01/01/2025; 9285 Progress Pkwy, Mentor OH 44060; board meetings bi monthly, committee participation monthly, assist in strategy and decision making, Vote/Approve Budget from finance committee, Vote/Approve Funding Allocations to non-profit organizations decided on by Impact Committee 2) NORTHEAST OHIO REALTY LLC DBA CENTURY 21 HOMESTAR POS: Licensed Real Estate Agent NATURE: Licensed Residential Real Estate agent. I work with Buyers and sellers to help them purchase/sell their home for a commission. INV RELATED: No NUMBER OF HRS: 4 SEC TRDNG HRS: 1 START DATE: 02/02/2007 ADDR: 31320 Solon Rd #17, Solon OH 44139, United States DESC: show potential buyers homes, help them negotiate a price/terms and see the process through Work with Sellers to list their home on the MLS, market the property, negotiate price/terms with potential Buyer agents and see the process through. 3) BT INNOVATIONS LLC POS: Sole Member NATURE: Real Estate Agent, sales, commissions, property rentals and house flips. INV RELATED: No NUMBER OF HRS: 10 SEC TRDNG HRS: 0 START DATE: 03/03/2017 ADDR: 660 meadowlark rd, painesville OH 44077, United States DESC: Work with Buyers and sellers to sell their property as a Licensed Real Estate Agent on a part time basis. I also occasionally will buy and flip houses or take on rental properties of my own. 4) B THOMAS HOLDINGS, INC POS: President NATURE: This is my S-corp that owns my 33% portion of Lighthouse Advisers which is the DBA for our Avantax business INV RELATED: No NUMBER OF HRS: 1 SEC TRDNG HRS: 0 START DATE: 12/12/2024 ADDR: 8450 Mentor Ave. Suite 100, Mentor OH 44060, United States DESC: I have no duties with this business. The sole purpose is to hold my LLC member interest of Lighthouse Advisers, LLC 5) LIGHTHOUSE ADVISERS LLC POS: Vice President NATURE: Lighthouse Advisers, LLC is an independent SEC Registered RIA. We will be dissolving this RIA within 30 days of our affiliation with Avantax INV RELATED: Yes NUMBER OF HRS: 1 SEC TRDNG HRS: 1 START DATE: 11/28/2016 ADDR: 8450 Mentor Ave. Suite 100, Mentor OH 44060, United States DESC: In this business We help clients with financial planning. Lighthouse Advisers, LLC is an OH registered investment advisory firm. We will be dissolving this RIA within 30 days of affiliating with Avantax. 6) AVAYLA SOLUTIONS LLC, DBA BLAZEBITE POS: Member NATURE: Mobile App/software solution for High School Concessions, booster clubs and small stadium venues. The app allows venues to accept mobile concession orders from fans/customers and notify their customer when their order is ready. INV RELATED: No NUMBER OF HRS: 10 SEC TRDNG HRS: 0 START DATE: 05/01/2017 ADDR: 6279 Hastings Dr, Seven Hills OH 44131, United States DESC: As a co-founder, I primarily help grow the business. I do this by helping find new school concessions/venues that may benefit from the BlazeBite solution. I am also involved in the growth strategy as well as bring ideas for product enhancements to the technical team.
CRS (Client Relationship Summary) - RIA
Click below to view Bryan D. Thomas'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: 8450 Mentor Ave Suite 100, Mentor, OH 44060RIA
CRD#: 105644
MENTOR, OH
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 8450 Mentor Ave Suite 100, Mentor, OH 44060BD
CRD#: 13572
Mentor, OH
Past
July 28, 2025 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Mentor, OH
Past
July 28, 2025 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Mentor, OH
Past
January 3, 2020 - July 30, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
MENTOR, OH
Past
November 28, 2016 - September 10, 2025
LIGHTHOUSE ADVISERS, LLC
RIA
CRD#: 281793
MENTOR, OH
Past
November 28, 2016 - July 30, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
MENTOR, OH
Past
May 12, 2014 - November 29, 2016
THE HUNTINGTON INVESTMENT COMPANY
RIA
CRD#: 16986
MENTOR, OH
Past
December 11, 2012 - November 29, 2016
THE HUNTINGTON INVESTMENT COMPANY
BD
CRD#: 16986
MENTOR, OH
Past
September 30, 2008 - November 30, 2012
KEY INVESTMENT SERVICES LLC
BD
CRD#: 136300
MAYFIELD HEIGHTS, OH
Past
July 10, 2008 - September 11, 2008
NATCITY INVESTMENTS, INC.
BD
CRD#: 17490
MENTOR, OH
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
California(9/5/2025)
RR
Connecticut(9/5/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Hawaii(9/5/2025)
RR
Illinois(9/5/2025)
RR
Maryland(9/5/2025)
RR
Massachusetts(9/5/2025)
RR
Missouri(9/5/2025)
RR
Nebraska(9/22/2025)
RR
New Jersey(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Ohio(9/5/2025)
IAR
Ohio(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
South Carolina(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
Exams
State Security Law Exam
General Industry/Product 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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Mentor, OH 44060TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
