Cetera Wealth Service

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

461

Total plan assets

$13.0M

Filings (rows)

Direct comp

Indirect comp

$10K

Showing only "CETERA WEALTH SERVICE"

View all 2 variants aggregated →

CETERA WEALTH SERVICES6 CETERA WEALTH SERVICE1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Island Finance, LLC Plan de Ahorro Empleados Island Finance · all filings	SAN JUAN, PR	Advisor / Consultant	461	$13.0M	$0	$10K