TD
Toni L. Drapkin
CETERA INVESTMENT ADVISERS LLC
CARY, NC 27518
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CRD#: 5672111
TD
Professional summary
Toni Leigh Drapkin, who also goes by Toni Drapkin, Toni Leigh Silversides, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Cary, North Carolina and CETERA WEALTH SERVICES, LLC located in Cary, North Carolina.
Toni is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Toni has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Toni Drapkin | Toni Leigh Silversides
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) Drapkin Financial Services, LLC~'IR'~106 S Lombard Street Suite 103~Clayton~NC~27520~Other~Owner~10/1/2012~160hrs~130hrs~Meet with clients, buy and sell investment products on behalf of clients 2) Mele A Perrego~'NIR'~106 S. Lombard Street, Suite 103~Clayton~NC~27528~Accounting Services/Tax Preparation~Employee~11/1/2011~15hrs~10hrs~Answer phone, scheduled appointments, input tax data into tax program 3) NORTH HOME REMODELING LLC POSITION: Office Admin NATURE: General office work. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 300 Judd Place, Fuquay Varina NC 27526, United States DESCRIPTION: Clerical work for construction company.
CRS (Client Relationship Summary) - RIA
Click below to view Toni Leigh Drapkin'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: 547 Keisler Drive Suite 102, Cary, NC 27518RIA
CRD#: 105644
CARY, NC
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 547 Keisler Drive Suite 102, Cary, NC 27518BD
CRD#: 13572
CARY, NC
Past
February 2, 2012 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Cary, NC
Past
February 2, 2012 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Cary, NC
Past
August 3, 2009 - October 7, 2011
EDWARD JONES
RIA
CRD#: 250
RALEIGH, NC
Past
July 17, 2009 - October 7, 2011
EDWARD JONES
BD
CRD#: 250
RALEIGH, NC
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(9/5/2025)
RR
California(9/5/2025)
RR
Idaho(9/5/2025)
RR
Montana(10/24/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
IAR
North Carolina(9/5/2025)
RR
West Virginia(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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Cary, NC 27518TRUST BUT VERIFY
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