Patrick Edward Riley
Financial advisor at Cetera Investment Advisers · Grand Rapids, MI
Last updated 2026-10-10
Claim your profilePatrick Edward Riley is a financial advisor at Cetera Investment Advisers in Grand Rapids, MI, CRD 6936028. Licenses and exams on the registration: Series 63, Series 65. First registered 2018-12-12.
Registration
- CRD number
- 6936028
- Registration status
- Active
- First registered
- 2018-12-12
- Years of experience
- 11
- States registered
- MI
Licenses and exams
- Series 63
- Series 65
Work history
- 2018-03 to 2018-04 · Unemployed · Comstock Park, MI
- 2016-09 to 2018-03 · Bredeweg & Zylstra · Grand Rapids, MI
- 2017-09 to 2017-11 · Logan's Roadhouse · Walker, MI
- 2017-03 to 2017-08 · Uccellos Ristorante · Grand Rapids, MI
- 2015-09 to 2017-06 · J&P, LLC · Grand Rapids, MI
- 2018-04 to 2019-12 · Valic Financial Advisors, Inc · Grand Rapids, MI
- 2020-01 to 2021-06 · Voya Financial Advisors, Inc. · Grandeville, MI
- 2021-06 to Present · Cetera Wealth Services, LLC · El Segundo, CA
- 2021-11 to Present · Riley Planning & Investments · Grand Rapids, MI
- 2022-12 to 2025-07 · Riley Jp Group, LLC · Lowell, MI
- 2023-06 to Present · Cetera Investment Advisers LLC · Schaumburg, IL
Current employment
- Cetera Investment Advisers LLC · Schaumburg, IL
Cetera Investment Advisers
- Regulatory AUM
- $256,813,748,739
- Registered advisors
- 10,370
- Offices
- 7,392
- Clients per advisor
- 78.5 (Moderate)
- Average AUM per client
- $315.5K (Low)
- High-net-worth client ratio
- 9.7% (Low)
Cetera Investment Advisers: advisors, services and reported ETF investments
Reported ETF positions
Cetera Investment Advisers reports 1,688 ETF positions worth $73.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $3.6B |
| VTV — Vanguard Morningstar Value ETF | $1.7B |
| QQQ — Invesco QQQ Trust, Series 1 | $1.7B |
| AGG — iShares Core U.S. Aggregate Bond ETF | $1.5B |
| VOO — Vanguard S&P 500 ETF | $1.5B |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Cetera Investment Advisers's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $900.6M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $535.5M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $142.1M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $97.9M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Cetera Investment Advisers on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Municipal Advisor
- Trust Company
- Insurance Company or Agency
- Pension Consultant
Location
1600 East Beltline NE Suite 114, Grand Rapids, MI 49525
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 310-257-7880
- Website: vimeo.com/FIRSTALLIED
Official record
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