Cetera Holdings:

The Holding Company of Cetera Financial Group

Recently Released!!!
Date Published: August 11, 2023
Summary PowerPoint Deck: 47 Slides
Reference PowerPoint Deck: 681 Slides

Cetera Holdings was founded as Cetera Financial Group in 2010 and is based in El Segundo, CA. Cetera Holdings has four offices, 1,300 employees, 8,000 financial advisors, $446 billion assets under administration & administration, and $2.7 billion revenues. Cetera Holdings is led by its CEO Mike Durbin. Cetera Financial Group is privately owned. Its web sites can be found at www.cetera.com, www.ceteraholdings.com, www.ceteraadvisornetworks.com, www.ceteraadvisors.com, www.ceterafinancialinstitutions.com, & www.ceterafinancialspecialists.com.

This research addresses the key historical phases of Cetera Holdings, including:

  • Early Phase
  • Cetera Financial Group Branding Phase
  • RCS Capital Corporation Phase
  • Genstar Capital Phase
  • Cetera Holdings Phase
Its profile includes the key statistics of the company, including its number of offices, employees, financial advisors, assets under administration & administration, and revenues.

Its profile includes detailed outlines of its core businesses, including:

  • Cetera Financial Group
    • Cetera Advisor Networks
    • Cetera Advisors
    • Cetera Financial Institutions
    • Cetera Financial Specialists
  • Cetera RIA Services

And its profile concludes with the highlights of its organizational structure & ownership.

Tiburon Member Access:

If you require a Tiburon username & password to access Tiburon Webinars or Tiburon Written Research, please click here.

Non Tiburon Members:

Media Access:
Members of the media who would like further access to the components of this research may send an email to Sarah Sage.

© 2023 Tiburon Strategic Advisors