Amanda M. Weese

CETERA INVESTMENT ADVISERS LLC

SAN DIEGO, CA 92101

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CRD#: 7321113

Professional summary

Amanda Marie Weese, who also goes by Amanda Marie Endersby, Amanda Endersby, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in San Diego, California and CETERA INVESTMENT SERVICES LLC located in San Diego, California.

Amanda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Amanda has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amanda Marie Endersby | Amanda Endersby

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: WEALTH NAVIGATION ADVISORS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 07/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: UTC TAX PROS; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX PREPARATION; START DATE: 03/2024; POSITION/TITLE/RELATIONSHIP: TAX PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; BRIEF DESCRIPTION OF DUTIES: COLLECT AND REVIEW CLIENT INFORMATION FOR TAX PREPARATION; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 03/2024; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda Marie Weese's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 3, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 655 W Broadway12th Fl, San Diego, CA 92101

RIA

CRD#: 105644

SAN DIEGO, CA

Current

July 3, 2025 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 655 W Broadway12th Fl, San Diego, CA 92101

CRD#: 15340

SAN DIEGO, CA

Current

July 3, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 655 W Broadway 12th Fl, San Diego, CA 92101

CRD#: 13572

SAN DIEGO, CA

Current

July 3, 2025 - Present

CETERA FINANCIAL SPECIALISTS LLC

Office #1: 655 W Broadway 12th Fl, San Diego, CA 92101

CRD#: 10358

SAN DIEGO, CA

Current

July 3, 2025 - Present

CETERA ADVISORS LLC

Office #1: 655 W Broadway12th Fl, San Diego, CA 92101

CRD#: 10299

SAN DIEGO, CA

Past

September 6, 2024 - July 24, 2025

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

SAN DIEGO, CA

Past

September 6, 2024 - July 24, 2025

PARK AVENUE SECURITIES LLC

CRD#: 46173

SAN DIEGO, CA

Past

July 12, 2023 - August 16, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

SAN DIEGO, CA

Past

July 7, 2023 - July 12, 2023

CETERA ADVISORS LLC

RIA

CRD#: 10299

SAN DIEGO, CA

Past

July 7, 2023 - August 16, 2024

CETERA ADVISORS LLC

CRD#: 10299

SAN DIEGO, CA

Past

May 30, 2023 - June 21, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

SAN DIEGO, CA

Past

November 3, 2021 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

SAN DIEGO, CA

Past

November 3, 2021 - June 21, 2023

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

SAN DIEGO, CA

Past

November 3, 2021 - June 21, 2023

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SAN DIEGO, CA

Past

November 3, 2021 - June 21, 2023

CETERA ADVISORS LLC

CRD#: 10299

SAN DIEGO, CA

Past

November 3, 2021 - June 21, 2023

CETERA WEALTH SERVICES, LLC

CRD#: 13572

SAN DIEGO, CA

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".

CETERA INVESTMENT ADVISERS LLC

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.

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

California
(7/3/2025)

IAR

California
(7/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/19/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/8/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/3/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/20/2021

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

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	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Amanda M. Weese

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda Marie Weese's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT SERVICES LLC

CETERA WEALTH SERVICES, LLC

CETERA FINANCIAL SPECIALISTS LLC

CETERA ADVISORS LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

CETERA INVESTMENT ADVISERS LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

CETERA WEALTH SERVICES, LLC

FIRST ALLIED SECURITIES, INC.

CETERA INVESTMENT SERVICES LLC

CETERA FINANCIAL SPECIALISTS LLC

CETERA ADVISORS LLC

CETERA WEALTH SERVICES, LLC

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/19/2023

Series 63

Date: 1/8/2022

Series 7TO

Date: 11/3/2021

SIE

Date: 3/20/2021

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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