Fundraisers / Cetera Advisors, LLC
FundraiserRegistered broker-dealer
Cetera Advisors, LLC
FINRA 10299 · placing rounds since Sept 2016
19company rounds placed
8in the last two years, last Mar 2026
$12.6Bsold 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.
323Q4324Q4325Q4226Q1
What they place
- Insurance76%
- Oil and Gas24%
How big the rounds are
- Under $1M1
- $1M to $5M2
- $5M to $20M1
- $20M to $100M4
- $100M+12
Where the companies are
IN14TX4NY2PA1
Rounds they placed
FiledIssuerIndustrySold
Mar 2026New York Life Insurance & Annuity CorpAgents: Cetera Advisors, LLCInsurance$1.8B
Mar 2026New York Life Insurance & Annuity CorpAgents: Cetera Advisors, LLCInsurance$2.0B
Dec 2025Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Peter MenihanInsurance$102M
Dec 2025Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: Peter MenihanInsurance$37M
Dec 2025Lincoln Life Flexible Premium Variable Life Account ZAgents: Randall Craig LongInsurance$2.7B
Dec 2024Lincoln Life Flexible Premium Variable Life Account ZAgents: Randall Craig LongInsurance$2.6B
Dec 2024Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: Peter MenihanInsurance$37M
Dec 2024Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Peter MenihanInsurance$107M
Dec 2023Lincoln Life Flexible Premium Variable Life Account ZAgents: Randall Craig LongInsurance$2.4B
Dec 2023Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: Peter MenihanInsurance$39M
Dec 2023Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Peter MenihanInsurance$108M
Dec 2022Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Peter MenihanInsurance$113M
Dec 2022Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: Peter MenihanInsurance$40M
Jan 2022Blackstone Total Alternatives Solution VIII L.P.Agents: Cetera Advisors LLCPooled Investment Fund-
Jan 2022Blackstone Total Alternatives Solution VIII-A L.P.Agents: Cetera Advisors LLCPooled Investment Fund-
Dec 2021Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Peter MenihanInsurance$118M
Oct 2021Belhurst Capital Fund LLCPooled Investment Fund-
Dec 2020Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Peter MenihanInsurance$120M
Dec 2020Blackstone Total Alternatives Solution VII-A L.P.Agents: Cetera Advisors LLCPooled Investment Fund-
Dec 2020Blackstone Total Alternatives Solution VII L.P.Agents: Cetera Advisors LLCPooled Investment Fund-
Dec 2019Blackstone Total Alternatives Solution VI-A L.P.Agents: Cetera Advisors LLCPooled Investment Fund-
Dec 2019Blackstone Total Alternatives Solution VI L.P.Agents: Cetera Advisors LLCPooled Investment Fund-
Dec 2019Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Peter MenihanInsurance$129M
Jun 2019Mewbourne Energy Partners 19-A, L.P.Oil and Gas$3.1M
Jun 2018Mewbourne Energy Partners 18-A, L.P.Oil and Gas$960k
Dec 2017Colorado Springs Multifamily DSTAgents: Roger Van PeltOther Real Estate$15M
Feb 2017Sw Industrial Center LLCCommercial$28M
Sept 2016Atlas Eagle Ford 2016 L.P.Oil and Gas-
Aug 2015Family Discount Portfolio II DSTAgents: Eric J. SchindlerOther Real Estate$8.0M
May 2015Mewbourne Energy Partners 15-A, L.P.Oil and Gas$2.2M
Oct 2014Cottonwood Residential O.P., LPResidential$100k
May 2014Mewbourne 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.
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