Our Broker Dealer

Our Broker Dealer

Our broker-dealer, Cetera Advisor Networks, was built on the belief that advisors could enjoy even greater success by joining high-performance teams offering local support and guidance while sharing best practices. These local teams lead the way in helping advisors dramatically grow their business at every career stage. These teams also help provide succession options and financial support that creates successful transitions. It's a model that built Cetera Advisor Networks into one of the nation's largest and most successful independent broker-dealers.

Visit us at http://www.ceteraadvisornetworks.com/advisors/growing/ to learn more about our offerings

The parent company of Cetera Advisor Networks, Cetera Financial Group, is one of the nation’s largest families of independently managed firms, and is the cornerstone of the retail advice division of RCS Capital Corporation (NYSE: RCAP). Cetera Financial Group provides award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, and innovative technology for more than 8,000 independent financial professionals and more than 600 financial institutions nationwide.

Advanced Planning Group

In addition to our own Advanced Planning Team, our advisors have access to Cetera’s Advanced Planning Group that provides advice and recommendations on sophisticated financial issues and strategies. The Advanced Planning Group’s highly-credentialed legal and tax professionals can provide detailed information on topics including:

  • Business and succession planning
  • Retirement and distribution planning
  • Wealth transfer and estate planning
  • Life insurance planning
  • Stock options

Research

The Cetera Research team is dedicated to producing unbiased research you can use with your clients and prospects. This team is made up of dedicated industry experts, with an average of 21 years of industry experience; with many members having earned advanced degrees and designations such as the Chartered Financial Analyst (CFA). They specialize in providing research and investment analysis for equities, fixed income, and alternative investments, analyzing the nuances of various fund classes, and provide advisors with additional insights through the Monthly Market Monitor and Quarterly Recap Reports. Cetera Research supports SterlingBridge Partners advisors by giving them the power to access a large-scale, regimented body of research, including:

  • In-depth market perspectives
  • Timely economic insights
  • Asset allocation recommendations
  • Manager guidance
  • Model portfolios
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