Theresa Schmotzer
Theresa Schmotzer is a registered investment advisor at Cetera Investment Advisers LLC, based in Cleveland, OH, with 23 years of industry experience. Theresa 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
Firm Size
IM Fee
Assets Under Management
Location
6200 Rockside Rd, Cleveland, OH, 44131
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Regulatory History
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
Theresa sells fixed insurance products, including life, disability, annuities, and long-term care, with various companies since 2019. She also works as a financial advisor and investment advisory representative for Vantage Financial Group, dedicating about a quarter of her time to each role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Vantage Financial Group, INC.
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
State Registrations30 states
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