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Colby Stover

Cetera Investment Advisers LLC

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About Colby Stover

Colby Stover is a registered investment advisor representative with Cetera Investment Advisers LLC. Colby Stover is licensed to provide investment advice in New York. Colby Stover has been in the securities industry for over 6 years. Colby Stover has worked with Foresters Financial Services, Inc. and Foresters Advisory Services. Colby Stover holds the Series 6, 7, 24, 51, 63, 65 and 66 licenses and has passed the SIE exam. Cetera Investment Advisers LLC is a registered investment advisor firm based in Schaumburg, Illinois. Cetera Investment Advisers LLC provides a variety of investment advisory services, including financial planning, portfolio management, and selection of other advisors. Cetera Investment Advisers LLC has over 16,000 clients and manages over $104 billion in assets.

Firm Information

Colby Stover is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

1 BLUE HILL PLAZA, 7TH FLOOR

PEARL RIVER, NY 10965

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Colby Stover’s Registration & Firm History

NY

06/21/2024 - Present

Cetera Investment Advisers LLC (PEARL RIVER NY)

NY

03/13/2018 - 06/20/2019

FORESTERS FINANCIAL SERVICES, INC. (Pearl River NY)

NY

06/26/2017 - 08/09/2017

FORESTERS FINANCIAL SERVICES, INC. (NANUET NY)

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Licenses & Designations

BOTH

Issued 6/20/2024

Series 66 - Uniform Combined State Law Examination

IA

Issued 11/15/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 7/14/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2018

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 9/27/2018

Series 24 - General Securities Principal Examination

BC

Issued 5/1/2024

SIE - Securities Industry Essentials Examination

BC

Issued 4/11/2024

Series 7TO - General Securities Representative Examination

BC

Issued 4/25/2018

Series 7 - General Securities Representative Examination

BC

Issued 6/26/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colby Stover.
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