Cole David Edwards
Investment Adviser Representative at Cetera Investment Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cole David Edwards is an investment adviser representative with Cetera Investment Advisers LLC in Valencia, CA, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Avantax Advisory Services. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Texas.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
2 states and territories
California, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Protiviti Inc.Aug 2022 – Jul 2026Menlo Park, CA
- Park Place Partners, Inc.Jul 2021 – Sep 2021Irvine, CA
- FPK Security and InvestigationsJun 2018 – May 2020Valencia, CA
- Advantage Media Services, Inc.Dec 2019 – Dec 2019Valencia, CA
- California Lutheran UniversityAug 2018 – Dec 2018Thousand Oaks, CA
- Valencia High SchoolAug 2014 – May 2018Valencia, CA
- University of RedlandsAug 2019 – Dec 2019Redlands, CA
- Foothill CollegeJun 2022 – Aug 2022Los Altos Hills, CA
- California Polytechnic State UniversitySep 2020 – Jun 2022San Luis Obispo, CA
- College of the CanyonsFeb 2019 – Jun 2019Santa Clarita, CA
- College of the CanyonsFeb 2020 – Jun 2020Santa Clarita, CA
- UnemployedJul 2020 – Aug 2020Valencia, CA
- Cole Edwards, CPAOct 2023 – no end date reportedValencia, CA
- Avantax Investment Services Inc.Mar 2024 – Sep 2025Valencia, CA
- Avantax Advisory ServicesMar 2024 – Sep 2025Valencia, CA
- CDE FinancialOct 2023 – no end date reportedValencia, CA
- Avantax Insurance Agency and/or Avantax Insurance Services.Dec 2024 – Sep 2025Valencia, CA
- Cetera Wealth Services, LLCSep 2025 – no end date reportedValencia, CA
- Cetera Investment Advisers LLCSep 2025 – no end date reportedSchaumburg, IL
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cetera Investment Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Advisory services, investment advisory services, custody services, insurance agency services, sweep programs, and retirement planning resources, along with access to registered and alternative investment products.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10,459
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Schaumburg, IL
- SEC file number:
- 801-20406
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 13, 2026
View full firm profileOther advisors at Cetera Investment Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cole David Edwards has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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