Career
Serge Budevich has been Vice President, Tax Officer of Cetera Investment Advisers since November 2024. Serge Budevich is not listed as a control person, but directly owns under 5% of the firm.
Cetera Investment Advisers LLC is a Schaumburg, IL firm with $257B under management, 813,961 clients and 9,049 advisers across 6,585 offices, as of its August 2026 filing.
No adviser firm registrations are on Serge Budevich’s record.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 27 | Financial and Operations Principal Examination | 13 January 2026 |
- Name
- Financial and Operations Principal Examination
Individual record
- Full name
- Serge Budevich
- CRD
- 7996345
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Serge Budevich work?
Serge Budevich has been Vice President, Tax Officer of Cetera Investment Advisers LLC since November 2024.
Does Serge Budevich have a current investment-adviser registration?
Serge Budevich has a current broker registration and no current investment-adviser registration.
What exams has Serge Budevich passed?
Serge Budevich passed the Series 27 in January 2026.
Leadership at Cetera Investment Advisers
- Matthew FriesVice President
- William HolloranVice President
- Ronald KruegerVice President
- Michael MolnarVice President
- Joseph NearyVP, Manager, CEO and President
- Erik NilandVice President
- Leann RummelVice President
- Stanley SmileyVice President
- Andrew WattsVice President
- Jeffrey BuchheisterChief Financial Officer, Manager
- Kristy HaleyChief Compliance Officer, Advisory
- Lisa GokSecretary
- Scott KirwinAssistant Secretary
- Winnie LeeAssistant Secretary
- Todd MackayManager
- Maura MizuguchiChief Accounting Officer
- Edward OBrienManager
- David Van HavermaatAsst. Secretary
- Tamas VaysSecretary