Serge Budevich
Vice President, Tax OfficerCetera Investment Management LLCCRD 7996345
About Serge Budevich
Serge Budevich is listed as Vice President, Tax Officer at Cetera Investment Management LLC in Schamburg, IL. Form ADV reports a beneficial ownership band of Under 5%. Serge Budevich is associated with 4 registered advisers.
Reported ownership
Owns Under 5% of Cetera Investment Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Serge Budevich work?
Serge Budevich is listed as Vice President, Tax Officer at Cetera Investment Management LLC on SEC Form ADV.
How much of Cetera Investment Management LLC does Serge Budevich own?
Form ADV reports a beneficial ownership band of Under 5%.
Cetera Investment Management LLC
| Title | Vice President, Tax Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Cetera Advisory Services LLC
| Title | Vice President, Tax Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Cetera Investment Advisers LLC
| Title | Vice President, Tax Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |
Avantax Planning Partners, Inc.
| Title | Vice President & Tax Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |