Fernando C. Daveiga
CETERA INVESTMENT ADVISERS LLC
Myrtle Beach, SC 29572
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CRD#: 5931531
Professional summary
Fernando Costeira Daveiga, CFP®, who also goes by Fred Daveiga, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Myrtle Beach, South Carolina and CETERA WEALTH SERVICES, LLC located in Myrtle Beach, South Carolina.
Fernando is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Fernando has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Fred Daveiga
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 LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2011 APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 3 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE 2. NAME OF OTHER BUSINESS: MADSION COMMON HOMEOWNER'S ASSOCIATION INVESTMENT RELATED: NO ADDRESS: 1 CLUB CT MADISON NJ 07940 NATURE OF BUSINESS: HOMEOWNERS ASSOCIATION START DATE: 03/2016 POSITION/TITLE/RELATIONSHIP: PRESIDENT OF THE BOARD OF TRUSTEES APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: OVERSIGHT OVER THE FIVE-PERSON BOARD THAT GOVERNS THE OPERATIONS AND FINANCIALS OF A HOMEOWNER COMMUNITY CONSISTING OF 208 TOWNHOMES 3. NAME OF OTHER BUSINESS: FERNANDO DA VEIGA INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/1986 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: NONE BRIEF DESCRIPTION OF DUTIES: LANDLORD DUTIES 4. NAME OF OTHER BUSINESS: REGAL WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2011 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR - PLANNING, INVESTMENTS, AND INSURANCE
CRS (Client Relationship Summary) - RIA
Click below to view Fernando Costeira Daveiga'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: 2013
Experience
Current
February 15, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 9776 Kings Road Suite B, Myrtle Beach, SC 29572Office #3: 236 Laurel Lane, Greentown, PA 18426RIA
CRD#: 105644
Myrtle Beach, SC
Current
February 15, 2024 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 9776 Kings Road, Suite B, Myrtle Beach, SC 29572BD
CRD#: 13572
Myrtle Beach, SC
Past
January 4, 2019 - February 20, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
BOCA RATON, FL
Past
January 4, 2019 - February 20, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
BOCA RATON, FL
Past
April 21, 2016 - January 17, 2019
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
FLORHAM PARK, NJ
Past
November 1, 2011 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
FLORHAM PARK, NJ
Past
October 28, 2011 - January 17, 2019
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
FLORHAM PARK, NJ
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(2/15/2024)
RR
California(12/12/2024)
RR
Florida(2/15/2024)
RR
Maryland(3/11/2024)
RR
New Jersey(2/15/2024)
IAR
New Jersey(2/16/2024)
RR
New York(2/15/2024)
RR
Ohio(2/15/2024)
RR
Pennsylvania(2/15/2024)
IAR
Pennsylvania(11/21/2024)
RR
South Carolina(2/15/2024)
IAR
South Carolina(2/15/2024)
RR
Texas(2/15/2024)
IAR
Texas(2/15/2024)
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
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.
