# Cetera Advisors, LLC: fundraiser

> Cetera Advisors, LLC placed 19 company rounds filed with the SEC, most recently Mar 2026. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/cetera-advisors-llc (Millionrounds; every figure on the page links to its filing or article)

[Fundraisers](https://millionrounds.com/fundraisers) / Cetera Advisors, LLC

Fundraiser Registered broker-dealer

# Cetera Advisors, LLC

FINRA 10299 · placing rounds since Sept 2016

**19** company rounds placed

**8** in the last two years, last Mar 2026

**$12.6B** sold in the rounds they placed

**1.3%** typical commission; the median firm takes 4.9%

Named on 28 Form D filings as paid to sell the offering: 19 for operating companies, 7 for funds, 2 for real estate. 4 registered agents named.

## Quarter by quarter

Company rounds they placed in each quarter, from the filings.

**3** 23Q4 **3** 24Q4 **3** 25Q4 **2** 26Q1

## What they place

- Insurance **76%**
- Oil and Gas **24%**

## How big the rounds are

- Under $1M **1**
- $1M to $5M **2**
- $5M to $20M **1**
- $20M to $100M **4**
- $100M+ **12**

## Where the companies are

**IN** 14 **TX** 4 **NY** 2 **PA** 1

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/cetera-advisors-llc)[Everything, funds and real estate too](https://millionrounds.com/providers/cetera-advisors-llc?show=all)

Filed Issuer Industry Sold

Mar 2026 New York Life Insurance & Annuity Corp Agents: Cetera Advisors, LLC Insurance **$2.0B**

Mar 2026 New York Life Insurance & Annuity Corp Agents: Cetera Advisors, LLC Insurance **$1.8B**

Dec 2025 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Peter Menihan Insurance **$102M**

Dec 2025 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: Peter Menihan Insurance **$37M**

Dec 2025 Lincoln Life Flexible Premium Variable Life Account Z Agents: Randall Craig Long Insurance **$2.7B**

Dec 2024 Lincoln Life Flexible Premium Variable Life Account Z Agents: Randall Craig Long Insurance **$2.6B**

Dec 2024 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Peter Menihan Insurance **$107M**

Dec 2024 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: Peter Menihan Insurance **$37M**

Dec 2023 Lincoln Life Flexible Premium Variable Life Account Z Agents: Randall Craig Long Insurance **$2.4B**

Dec 2023 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Peter Menihan Insurance **$108M**

Dec 2023 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: Peter Menihan Insurance **$39M**

Dec 2022 Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. Co Agents: Peter Menihan Insurance **$40M**

Dec 2022 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Peter Menihan Insurance **$113M**

Dec 2021 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Peter Menihan Insurance **$118M**

Dec 2020 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Peter Menihan Insurance **$120M**

Dec 2019 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: Peter Menihan Insurance **$129M**

Jun 2019 Mewbourne Energy Partners 19-A, L.P. Oil and Gas **$3.1M**

Jun 2018 Mewbourne Energy Partners 18-A, L.P. Oil and Gas **$960k**

Sept 2016 Atlas Eagle Ford 2016 L.P. Oil and Gas **-**

May 2015 Mewbourne Energy Partners 15-A, L.P. Oil and Gas **$2.2M**

May 2014 Mewbourne Energy Partners 14-A, L.P. Oil and Gas **$15M**

From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.

## Often on the same rounds

Other fundraisers named on the same filings: the firms they syndicate with.

[**M Holdings Securities Inc.** 20 rounds together](https://millionrounds.com/providers/m-holdings-securities-inc)[**Kestra Investment Services LLC** 17 rounds together](https://millionrounds.com/providers/kestra-investment-services-llc)[**Lion Street Financial** 17 rounds together](https://millionrounds.com/providers/lion-street-financial)[**LPL Financial LLC** 13 rounds together](https://millionrounds.com/providers/lpl-financial-llc)[**Securities America, Inc.** 12 rounds together](https://millionrounds.com/providers/securities-america-inc)[**UVEST Investment Services** 11 rounds together](https://millionrounds.com/providers/uvest-investment-services)

## Founders who worked with them

No one has said so yet.

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