other

Cetera

CRD: 10299

In network coverage since September 15, 2026 · 16+ stories

+1Talent net · 12 months2 in · 1 out

Observed recruiting events · 12 monthsOn the wire →

Net +1 · 2 incoming events · 1 outgoing events

Arrivals

Sierra Ridge Advisor Group

Aug 31 · from LPL Financial

Doussard Financial

Oct 7 · from Commonwealth Financial Network

Departures

Paxel Financial Consulting

Aug 25 · to LPL Financial

Network coverage

Moves

RBC Wealth Management hires UBS's $1B Nepa/Susco team in Pittsburgh

Raymond Nepa and Jennifer Susco lead the five-person group, which joins RBC's Pittsburgh North branch and reports to Great Lakes complex director Frank Albanese.

Features · Oct 8Ascentis Adds $1B in Practices, Keeps Raymond James Custody

M&A · Oct 7Merit Financial buys $1.1B New York practice, its 10th Commonwealth team

Moves · Oct 7Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL

Moves · Oct 7Cetera recruits Commonwealth advisor Cynthia Doussard, $235M AUA

the_wrap · Oct 5Cetera re-flags Avantax team to Cetera Planning Partners

the_wrap · Oct 5Cetera and LPL add teams from Commonwealth and Cambridge on the same day

the_wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet

the_tape · Oct 5Cetera, LPL, Kestra, Carson and Wells Fargo lift teams in one day

Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio

Moves · Sep 18Merit bought a succession plan and paid for it in equity

move · Sep 1628 advisors kept an $825 million book by staying put

Features · Sep 16Recruiting's new currency: peer networks and plan relationships

Moves · Sep 15Cetera got the OSJ; the producers kept the book

Features · Sep 15The new M&A asset is deal flow

Moves · Sep 15Cetera buys Sierra Ridge's funnel and finances its next move