Amanda Schmidt
Professional summary
Amanda Schmidt is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Brandon, South Dakota.
Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Amanda has worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Amanda Schmidt's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 15, 2026 - Present
CETERA INVESTMENT ADVISERS LLC
Office #2: 42 West Campbell Avenue, Third Floor, Campbell, CA 95008Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/15/2026)
(6/15/2026)
Exams
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
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 |
Red Flags
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