CS
CFP
CS
CFP

Cyrus Shabaz

27 Years of Experience
BrokerSells Insurance

Cyrus Shabaz is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Minneapolis, MN, with 27 years of industry experience. Cyrus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

901 Marquette Ave, Suite 2800, Minneapolis, MN, 55402

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Cyrus sells fixed life, health, disability, annuities, and long-term care insurance with various companies. He is also an advisory representative with AdvisorNet Financial Inc. and a registered representative and board member with Box Financial Advisors, dedicating full-time hours to providing financial services and advisory guidance.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 10 mos
Advisornet Wealth Partners
January 2014 - Present · 12 yrs 3 mos
Cetera Wealth Services, LLCBroker
September 2002 - Present · 23 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2014 - June 2023 · 9 yrs 5 mos
American Enterprise Investment Services INC.Broker
August 1998 - April 2002 · 3 yrs 8 mos
State Registrations26 states
AZCACOFLGAIAIDILKSKYLAMAMIMNMONYOHORSCSDTNTXVTWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.