GT
Glenn R. Trueira
CETERA INVESTMENT ADVISERS LLC
Canton, MA 02021
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CRD#: 7416067
GT
Professional summary
Glenn Raymond Trueira is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Canton, Massachusetts and CETERA ADVISORS LLC located in Canton, Massachusetts.
Glenn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Glenn has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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. NAME OF OTHER BUSINESS: PEABODY MUNICIPAL LIGHT PLANT; INVESTMENT RELATED: NO; ADDRESS: PEABODY, MA 01960; NATURE OF BUSINESS: PROVIDES ELECTRICITY TO 26,000 MUNICIPAL CUSTOMERS; START DATE: 06/2023; POSITION/TITLE/RELATIONSHIP: EMPLOYEE/CONSULTANT; APX NUMBER OF HOURS PER WEEK: 16; APX NUMBER OF HOURS DURING TRADING HOURS: 16; BRIEF DESCRIPTION OF DUTIES: SERVE AS PROJECT MANAGER AND PROJECT TEAM MEMBER FOR VARIOUS ELECTRIC MUNICIPAL UTILITY PROJECTS; 2. NAME OF OTHER BUSINESS: GML UTILITY SERVICES LLC INVESTMENT RELATED: NO; ADDRESS: GROVELAND, MA 01834; NATURE OF BUSINESS: PROVIDES VARIOUS SERVICES FOR MASSACHUSETTS MUNICIPAL LIGHT DEPARTMENTS; START DATE: 07/2023; POSITION/TITLE/RELATIONSHIP: EMPLOYEE/CONSULTANT; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: PROVIDE PROJECT MANAGEMENT/ENGINEERING SERVICES; 3. NAME OF OTHER BUSINESS: ABBEY CAPITAL LLC; INVESTMENT RELATED: YES; ADDRESS: DANVERS, MA 01923; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 03/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: MARKETING AND CLIENT MEETINGS, AND SELLING INVESTMENT PRODUCTS;
CRS (Client Relationship Summary) - RIA
Click below to view Glenn Raymond Trueira'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
March 25, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 587 Washington Street, Canton, MA 02021RIA
CRD#: 105644
Canton, MA
Current
March 17, 2025 - Present
CETERA ADVISORS LLC
Office #1: 587 Washington Street, Canton, MA 02021BD
CRD#: 10299
Canton, MA
Past
July 12, 2022 - March 27, 2023
CETERA ADVISORS LLC
RIA
CRD#: 10299
LYNNFIELD, MA
Past
February 9, 2022 - March 27, 2023
CETERA ADVISORS LLC
BD
CRD#: 10299
LYNNFIELD, MA
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
Massachusetts(3/17/2025)
IAR
Massachusetts(3/25/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/9/2022
General Securities Representative ExaminationGeneral 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#: 105644Canton, MA 02021TRUST BUT VERIFY
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